COURIER CAPITAL LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$221,887
-5.1%
1,1380.0%0.02%0.0%
Q2 2023$233,893
+6.8%
1,138
-1.0%
0.02%
-25.0%
Q1 2023$219,087
+4.3%
1,1500.0%0.02%0.0%
Q4 2022$210,036
-6.2%
1,1500.0%0.02%
+9.1%
Q1 2022$224,000
-3.9%
1,1500.0%0.02%0.0%
Q4 2021$233,000
+7.9%
1,1500.0%0.02%
+4.8%
Q3 2021$216,000
-4.4%
1,1500.0%0.02%0.0%
Q2 2021$226,000
-5.0%
1,150
-8.7%
0.02%
-12.5%
Q1 2021$238,000
+11.2%
1,2600.0%0.02%
+4.3%
Q4 2020$214,000
+6.5%
1,260
-7.4%
0.02%
-8.0%
Q3 2018$201,0001,3600.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders