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 ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
| Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
| PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
| STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
| Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
| Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
| Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
| Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
| Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
| Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |