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 ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 158,296 | $23,383,000 | 8.54% |
| Beacon Capital Management, Inc. | 1,370,305 | $202,421,000 | 8.28% |
| Invst, LLC | 45,231 | $6,717,000 | 3.42% |
| Madden Advisory Services, Inc. | 19,922 | $2,942,000 | 1.78% |
| RAND WEALTH, LLC | 75,267 | $11,118,000 | 1.24% |
| NORTHERN CAPITAL MANAGEMENT LLC | 33,503 | $4,949,000 | 1.14% |
| FIRST FINANCIAL CORP /IN/ | 11,733 | $1,733,000 | 1.14% |
| Visionary Asset Management, Inc. | 23,352 | $3,449,000 | 1.11% |
| NewFocus Financial Group, LLC | 13,242 | $1,956,000 | 1.06% |
| CABOT WEALTH MANAGEMENT INC | 30,118 | $4,449,000 | 0.95% |