MONTAG A & ASSOCIATES INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$41,612
-5.1%
2400.0%0.00%0.0%
Q2 2023$43,871
+2.8%
2400.0%0.00%0.0%
Q1 2023$42,677
+4.5%
2400.0%0.00%0.0%
Q4 2022$40,848
+13.5%
2400.0%0.00%
+50.0%
Q3 2022$36,000
-5.3%
2400.0%0.00%0.0%
Q2 2022$38,000
-19.1%
2400.0%0.00%0.0%
Q1 2022$47,0000.0%2400.0%0.00%0.0%
Q4 2021$47,000
+11.9%
2400.0%0.00%0.0%
Q3 2021$42,000
-2.3%
2400.0%0.00%0.0%
Q2 2021$43,000
+2.4%
2400.0%0.00%0.0%
Q1 2021$42,000
+10.5%
2400.0%0.00%0.0%
Q4 2020$38,0002400.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 55,988$10,864,00010.44%
Beacon Capital Management, Inc. 1,264,993$245,472,0007.84%
M Financial Asset Management, Inc. 8,223$1,596,0006.61%
CAPITAL WEALTH MANAGEMENT, LLC 38,860$7,541,0005.08%
Beacon Capital Management, LLC 91,285$17,712,0004.21%
Tranquilli Financial Advisor LLC 27,281$5,294,0003.77%
Strengthening Families & Communities, LLC 29,965$5,815,0003.59%
Pariax, LLC 17,185$3,335,0003.14%
Quaker Wealth Management, LLC 31,751$6,161,0002.67%
Enterprise Trust & Investment Co 36,255$7,035,0002.52%
View complete list of VANGUARD WORLD FDS shareholders