BALDWIN BROTHERS LLC/MA - VANGUARD WORLD FDS ownership

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
BALDWIN BROTHERS LLC/MA ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$569,371
+13.1%
2,5830.0%0.04%
+4.7%
Q3 2023$503,633
-5.1%
2,5830.0%0.04%
-2.3%
Q2 2023$530,884
+7.9%
2,5830.0%0.04%
+2.3%
Q1 2023$492,087
+4.3%
2,5830.0%0.04%0.0%
Q4 2022$471,759
+15.9%
2,5830.0%0.04%
-23.2%
Q3 2022$407,000
-3.6%
2,5830.0%0.06%
+1.8%
Q2 2022$422,000
-15.9%
2,5830.0%0.06%
+3.8%
Q1 2022$502,000
-4.2%
2,5830.0%0.05%
+1.9%
Q4 2021$524,000
+8.0%
2,5830.0%0.05%
-3.7%
Q3 2021$485,000
-4.3%
2,5830.0%0.05%
-1.8%
Q2 2021$507,000
+3.7%
2,5830.0%0.06%
-5.2%
Q1 2021$489,000
+11.4%
2,5830.0%0.06%
+5.5%
Q4 2020$439,000
+17.4%
2,5830.0%0.06%
+7.8%
Q3 2020$374,000
+11.3%
2,5830.0%0.05%
+4.1%
Q2 2020$336,000
+17.9%
2,5830.0%0.05%
-2.0%
Q1 2020$285,000
-28.2%
2,5830.0%0.05%
-10.7%
Q4 2019$397,000
+65.4%
2,583
+57.2%
0.06%
+55.6%
Q3 2019$240,0000.0%1,6430.0%0.04%
+2.9%
Q2 2019$240,000
+4.3%
1,6430.0%0.04%
+2.9%
Q1 2019$230,000
+16.2%
1,6430.0%0.03%
+3.0%
Q4 2018$198,000
-61.7%
1,643
-53.1%
0.03%
-54.2%
Q3 2018$517,000
+8.8%
3,5000.0%0.07%
-2.7%
Q2 2018$475,000
-2.5%
3,5000.0%0.07%
-6.3%
Q1 2018$487,000
-2.2%
3,5000.0%0.08%
+1.3%
Q4 2017$498,000
+6.0%
3,5000.0%0.08%
+2.6%
Q3 2017$470,000
+4.7%
3,5000.0%0.08%
+5.6%
Q2 2017$449,000
+3.7%
3,5000.0%0.07%
+1.4%
Q1 2017$433,000
+3.8%
3,5000.0%0.07%
-5.3%
Q4 2016$417,0003,5000.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders