PLANNING DIRECTIONS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 457 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders