MASSMUTUAL TRUST CO FSB/ADV - 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
MASSMUTUAL TRUST CO FSB/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$7,188,884
+14.2%
32,613
+1.1%
0.24%
+3.9%
Q3 2023$6,292,395
-5.7%
32,272
-0.6%
0.23%
-3.3%
Q2 2023$6,670,065
+10.1%
32,453
+2.0%
0.24%
+3.4%
Q1 2023$6,060,504
+106448.9%
31,812
+2.1%
0.23%
-0.9%
Q4 2022$5,688
-99.9%
31,145
+2.5%
0.23%
+7.8%
Q3 2022$4,786,000
-5.8%
30,382
-2.3%
0.22%
-1.4%
Q2 2022$5,080,000
-15.5%
31,101
+0.6%
0.22%
-3.1%
Q1 2022$6,013,000
-14.1%
30,919
-10.4%
0.23%
-12.7%
Q4 2021$7,000,000
+11.5%
34,491
+3.2%
0.26%0.0%
Q3 2021$6,277,000
-1.3%
33,407
+3.2%
0.26%
-3.7%
Q2 2021$6,360,000
+6.0%
32,374
+2.1%
0.27%
-4.3%
Q1 2021$6,002,000
+17.5%
31,709
+5.6%
0.28%
+8.0%
Q4 2020$5,106,000
+25.4%
30,038
+6.8%
0.26%
+9.7%
Q3 2020$4,072,000
+19.1%
28,128
+6.9%
0.24%
+8.2%
Q2 2020$3,418,000
+31.8%
26,307
+11.9%
0.22%
+6.3%
Q1 2020$2,593,000
-36.9%
23,509
-12.0%
0.21%
-18.5%
Q4 2019$4,109,000
+8.3%
26,702
+2.8%
0.25%0.0%
Q3 2019$3,794,000
+4.7%
25,973
+4.5%
0.25%
+1.2%
Q2 2019$3,625,000
-99.9%
24,862
+3.0%
0.25%
+3.3%
Q1 2019$3,375,507,000
+142.0%
24,128
+108.3%
0.24%
+104.2%
Q4 2018$1,394,589,000
-20.9%
11,582
-3.0%
0.12%
-9.2%
Q3 2018$1,763,334,000
+25.8%
11,937
+15.6%
0.13%
+17.0%
Q2 2018$1,402,238,000
+10.3%
10,325
+13.0%
0.11%
+6.7%
Q1 2018$1,271,465,000
+64.4%
9,140
+68.3%
0.10%
+64.1%
Q4 2017$773,211,000
+40.5%
5,431
+32.5%
0.06%
+39.1%
Q3 2017$550,332,0004,0990.05%
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