Modern Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 494 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Modern Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$244,137
-5.2%
1,650
-0.9%
0.02%
-21.7%
Q1 2024$257,4651,6650.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Unconventional Investor, LLC 87,064$12,878,4439.07%
Beacon Capital Management, Inc. 1,104,327$163,352,0477.03%
Allied Investment Advisors, LLC 130,925$19,366,4264.54%
SWAN Capital LLC 54,974$8,131,7514.43%
Gunma Bank,Ltd. 35,000$5,1774.32%
STAPP WEALTH MANAGEMENT, PLLC 14,092$2,084,4893.61%
Tranquilli Financial Advisor LLC 32,257$4,730,1663.17%
FFG RETIREMENT ADVISORS LLC 25,726$3,805,3902.65%
FIRST NATIONAL CORP /MA/ /ADV 73,336$10,847,8962.58%
Ariston Services Group 16,815$2,487,2752.40%
View complete list of VANGUARD WORLD FDS shareholders