MONTAG A & ASSOCIATES INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 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 Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders