VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,095 | -6.7% | 1,534 | -1.6% | 0.48% | +0.8% |
| Q2 2023 | $320,416 | +7.9% | 1,559 | 0.0% | 0.48% | +1.9% |
| Q1 2023 | $297,000 | +4.3% | 1,559 | 0.0% | 0.47% | +5.1% |
| Q4 2022 | $284,733 | +15.7% | 1,559 | 0.0% | 0.45% | +2.8% |
| Q3 2022 | $246,000 | -3.1% | 1,559 | 0.0% | 0.44% | +0.7% |
| Q2 2022 | $254,000 | -23.5% | 1,559 | -8.8% | 0.43% | -10.2% |
| Q1 2022 | $332,000 | -4.3% | 1,709 | 0.0% | 0.48% | +0.2% |
| Q4 2021 | $347,000 | – | 1,709 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 58,317 | $5,892,000 | 4.36% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 106,900 | $10,800,000 | 1.83% |
| Archford Capital Strategies, LLC | 34,857 | $3,522,000 | 1.60% |
| RAND WEALTH, LLC | 89,444 | $9,036,000 | 1.28% |
| CHATHAM CAPITAL GROUP, INC. | 24,596 | $2,485,000 | 0.80% |
| DUBUQUE BANK & TRUST CO | 35,713 | $3,608,000 | 0.76% |
| TRAIN BABCOCK ADVISORS LLC | 19,350 | $1,955,000 | 0.75% |
| Madden Advisory Services, Inc. | 10,724 | $1,083,000 | 0.71% |
| Hefty Wealth Partners | 7,129 | $720,000 | 0.69% |
| ASPIRIANT HOLDINGS S3, LLC | 9,393 | $949,000 | 0.41% |