OPTIMUM INVESTMENT ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$21,382
+4.4%
97
-7.6%
0.01%
+10.0%
Q3 2023$20,473
+10.7%
105
+16.7%
0.01%
+11.1%
Q2 2023$18,498
-51.5%
90
-55.0%
0.01%
-55.0%
Q1 2023$38,102
+14.6%
200
+9.9%
0.02%
+11.1%
Q4 2022$33,240
-12.5%
182
-24.8%
0.02%
-10.0%
Q3 2022$38,000
-5.0%
2420.0%0.02%0.0%
Q2 2022$40,000
-23.1%
242
-8.7%
0.02%
-9.1%
Q1 2022$52,000
-76.3%
265
-75.5%
0.02%
-74.1%
Q4 2021$219,000
+8.4%
1,080
+0.3%
0.08%0.0%
Q3 2021$202,000
-7.8%
1,077
-3.1%
0.08%
+25.0%
Q2 2021$219,000
+12.3%
1,112
+8.1%
0.07%
+19.3%
Q1 2021$195,000
+26.6%
1,029
+13.7%
0.06%
+21.3%
Q4 2020$154,000
+30.5%
905
+11.5%
0.05%
+17.5%
Q3 2020$118,000
+237.1%
812
+204.1%
0.04%
+233.3%
Q2 2020$35,000
+400.0%
267
+298.5%
0.01%
+300.0%
Q1 2020$7,000
-30.0%
67
+1.5%
0.00%0.0%
Q4 2019$10,0000.0%660.0%0.00%0.0%
Q3 2019$10,0000.0%660.0%0.00%0.0%
Q2 2019$10,000
+11.1%
66
+1.5%
0.00%0.0%
Q1 2019$9,000
+12.5%
650.0%0.00%0.0%
Q4 2018$8,000
-55.6%
65
-62.0%
0.00%
-50.0%
Q1 2015$18,0000.0%1710.0%0.01%0.0%
Q4 2014$18,0000.0%1710.0%0.01%0.0%
Q3 2014$18,0000.0%1710.0%0.01%0.0%
Q2 2014$18,0001710.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,064,355$209,093,0007.84%
Berkeley Capital Partners, LLC 46,770$9,188,0004.09%
Kinloch Capital, LLC 28,145$5,529,0003.97%
Marks Wealth, LLC 53,931$10,595,0003.58%
Tranquilli Financial Advisor LLC 22,750$4,469,0003.36%
Tatro Capital, LLC 22,566$4,433,0003.03%
Q3 Asset Management 27,959$5,492,0002.69%
Curran Financial Partners, LLC 24,317$4,777,0002.62%
Proquility Private Wealth Partners, LLC 35,386$6,952,0002.61%
Cadent Capital Advisors, LLC 29,244$5,745,0002.39%
View complete list of VANGUARD WORLD FDS shareholders