INVESTMENT ADVISORY SERVICES INC /TX /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
INVESTMENT ADVISORY SERVICES INC /TX /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$542,683
-10.5%
4,255
-0.2%
0.23%
-8.6%
Q2 2023$606,314
-18.0%
4,265
-15.0%
0.26%
-29.7%
Q1 2023$739,770
-8.0%
5,015
-4.4%
0.36%
-12.1%
Q4 2022$804,373
+7.8%
5,2450.0%0.41%
-7.2%
Q3 2022$746,000
-6.6%
5,2450.0%0.45%
-3.3%
Q2 2022$799,000
-5.9%
5,2450.0%0.46%
-2.7%
Q1 2022$849,000
+3.5%
5,2450.0%0.47%
+5.8%
Q4 2021$820,000
+12.3%
5,2450.0%0.45%
+0.2%
Q3 2021$730,000
+0.3%
5,2450.0%0.45%
-0.4%
Q2 2021$728,000
+1.1%
5,2450.0%0.45%
-10.9%
Q4 2020$720,000
+6.4%
5,2450.0%0.50%
-5.8%
Q3 2020$677,000
+4.3%
5,2450.0%0.54%
-3.6%
Q2 2020$649,000
+1.4%
5,2450.0%0.56%
-19.1%
Q1 2020$640,000
-14.6%
5,2450.0%0.69%
+1.8%
Q4 2019$749,0005,2450.67%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders