MONETA GROUP INVESTMENT ADVISORS 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$482,381
-6.8%
2,474
-1.7%
0.01%0.0%
Q2 2023$517,461
+8.3%
2,518
+0.4%
0.01%0.0%
Q1 2023$477,931
+4.7%
2,509
+6.0%
0.01%
-15.4%
Q4 2022$456,528
+22.4%
2,367
-0.0%
0.01%
-7.1%
Q3 2022$373,000
-13.5%
2,368
-10.3%
0.01%
-6.7%
Q2 2022$431,000
-7.5%
2,639
+10.1%
0.02%
-16.7%
Q1 2022$466,000
+7.6%
2,396
+12.3%
0.02%0.0%
Q4 2021$433,000
+8.0%
2,133
-0.0%
0.02%0.0%
Q3 2021$401,000
-1.7%
2,134
+2.7%
0.02%
-5.3%
Q2 2021$408,000
-3.3%
2,077
-6.9%
0.02%
-13.6%
Q1 2021$422,000
+10.5%
2,230
-13.9%
0.02%
-43.6%
Q3 2018$382,000
+516.1%
2,589
-95.9%
0.04%
+457.1%
Q2 2018$62,00062,3900.01%
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