PLANNING DIRECTIONS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$248
-18.7%
1,945
-9.5%
0.19%
-14.4%
Q2 2023$305
-4.4%
2,148
-0.7%
0.22%
-6.3%
Q1 2023$319
-7.5%
2,164
-4.0%
0.24%
-9.9%
Q4 2022$345
-99.9%
2,253
-1.3%
0.26%0.0%
Q3 2022$325,000
-6.6%
2,2820.0%0.26%
-1.5%
Q2 2022$348,000
-1.4%
2,282
+4.7%
0.27%
+7.7%
Q1 2022$353,000
+7.3%
2,180
+3.6%
0.25%
+13.2%
Q4 2021$329,000
+13.8%
2,104
+1.3%
0.22%
+4.3%
Q3 2021$289,000
+3.6%
2,076
+3.3%
0.21%
+2.9%
Q2 2021$279,000
+3.0%
2,010
+4.1%
0.20%
-4.2%
Q1 2021$271,0001,9310.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders