RESOURCES MANAGEMENT CORP /CT/ /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,224
-8.8%
30,279
-3.8%
0.85%
-4.8%
Q2 2023$5,730
+1164.9%
31,489
+2515.4%
0.89%
+1124.7%
Q1 2023$453
-91.8%
1,204
-96.3%
0.07%
-91.6%
Q4 2022$5,504
-99.9%
32,339
-0.8%
0.87%
+4.1%
Q3 2022$4,840,000
-8.3%
32,611
-1.0%
0.84%
-2.1%
Q2 2022$5,278,000
-18.2%
32,945
-0.9%
0.85%
-5.3%
Q1 2022$6,451,000
-3.8%
33,244
-2.4%
0.90%
+3.3%
Q4 2021$6,703,000
+8.8%
34,046
-4.3%
0.87%
-1.6%
Q3 2021$6,161,000
-5.5%
35,565
-1.4%
0.89%
-3.3%
Q2 2021$6,519,000
-1.2%
36,061
-5.5%
0.92%
-8.2%
Q1 2021$6,600,000
+8.8%
38,164
-1.3%
1.00%
+2.3%
Q4 2020$6,067,000
+15.2%
38,649
-1.2%
0.98%
+2.6%
Q3 2020$5,266,000
+10.4%
39,119
-1.0%
0.95%
+4.3%
Q2 2020$4,768,000
+24.3%
39,522
-0.9%
0.91%
+6.5%
Q1 2020$3,837,000
-28.7%
39,875
-0.7%
0.86%
-8.3%
Q4 2019$5,385,000
+4.8%
40,148
-1.3%
0.93%
-1.9%
Q3 2019$5,139,000
+12.4%
40,663
-1.5%
0.95%
-6.6%
Q4 2018$4,573,000
-19.0%
41,266
-4.2%
1.02%
-1.2%
Q3 2018$5,647,00043,0741.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders