BARTLETT & CO. WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 480 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$582,041
+4.6%
3,9020.0%0.01%0.0%
Q1 2024$556,347
+3.8%
3,9020.0%0.01%0.0%
Q4 2023$535,862
+6.7%
3,9020.0%0.01%0.0%
Q3 2023$502,399
-10.1%
3,9020.0%0.01%
-10.0%
Q2 2023$559,084
-2.9%
3,9020.0%0.01%
-9.1%
Q1 2023$575,623
-3.8%
3,9020.0%0.01%
-8.3%
Q4 2022$598,411
+6.8%
3,9020.0%0.01%0.0%
Q3 2022$560,104
-5.8%
3,9020.0%0.01%0.0%
Q2 2022$594,470
-5.8%
3,9020.0%0.01%
+9.1%
Q1 2022$631,383
+2.8%
3,902
-0.6%
0.01%
+10.0%
Q4 2021$614,026
+11.5%
3,9260.0%0.01%
-9.1%
Q3 2021$550,927
+1.8%
3,926
+0.6%
0.01%
+10.0%
Q2 2021$541,442
-1.2%
3,9020.0%0.01%
-9.1%
Q1 2021$548,270
+2.4%
3,9020.0%0.01%0.0%
Q4 2020$535,432
+6.3%
3,9020.0%0.01%
-8.3%
Q3 2020$503,748
+4.4%
3,9020.0%0.01%
-7.7%
Q2 2020$482,560
+1.9%
3,902
+0.5%
0.01%
-7.1%
Q1 2020$473,332
-17.0%
3,882
-2.8%
0.01%0.0%
Q4 2019$570,560
+1.5%
3,993
+2.9%
0.01%
-6.7%
Q3 2019$561,875
+8.9%
3,8820.0%0.02%
-21.1%
Q2 2019$516,034
+2.6%
3,8820.0%0.02%0.0%
Q1 2019$503,107
+10.0%
3,8820.0%0.02%0.0%
Q4 2018$457,416
-0.0%
3,8820.0%0.02%
+11.8%
Q3 2018$457,571
+0.8%
3,8820.0%0.02%
-5.6%
Q2 2018$454,099
+4.6%
3,8820.0%0.02%0.0%
Q1 2018$434,0463,8820.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders