DOWLING & YAHNKE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 333 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$2,076,000
-6.1%
13,178
-2.6%
0.10%
-6.7%
Q2 2022$2,211,000
-10.0%
13,533
+7.1%
0.10%
-2.8%
Q1 2022$2,456,000
-4.1%
12,630
+0.1%
0.11%
-13.0%
Q4 2021$2,560,000
+18.1%
12,612
+9.3%
0.12%
+2.5%
Q3 2021$2,168,000
-2.6%
11,538
+1.9%
0.12%
-6.2%
Q2 2021$2,225,000
+4.7%
11,327
+0.8%
0.13%
-11.7%
Q1 2021$2,126,000
+11.4%
11,232
+0.1%
0.14%
+6.6%
Q4 2020$1,908,000
+15.0%
11,222
-2.1%
0.14%
+2.3%
Q3 2020$1,659,000
+11.0%
11,463
-0.4%
0.13%
+6.4%
Q2 2020$1,495,000
-43.3%
11,508
-51.8%
0.12%
-50.8%
Q1 2020$2,635,000
+7.0%
23,888
+49.3%
0.25%
+34.4%
Q4 2019$2,462,000
+2.8%
16,000
-2.4%
0.19%
-4.5%
Q3 2019$2,395,000
+10.9%
16,395
+10.7%
0.20%
+10.6%
Q2 2019$2,159,000
+12.0%
14,805
+7.5%
0.18%
-3.2%
Q1 2019$1,927,000
+25.9%
13,775
+33.0%
0.18%
+38.1%
Q3 2018$1,530,000
+5.4%
10,360
-3.1%
0.13%
-0.7%
Q2 2018$1,452,000
-3.4%
10,690
-1.1%
0.14%
-4.3%
Q1 2018$1,503,000
-9.7%
10,805
-7.6%
0.14%
-6.0%
Q4 2017$1,665,000
+7.0%
11,695
+0.9%
0.15%
-5.1%
Q3 2017$1,556,000
+11.9%
11,590
+7.1%
0.16%
+8.2%
Q2 2017$1,390,000
+0.9%
10,825
-2.8%
0.15%
-0.7%
Q1 2017$1,378,000
+2.1%
11,135
-1.5%
0.15%
-2.6%
Q4 2016$1,349,000
+3.5%
11,310
-3.7%
0.15%
-0.7%
Q3 2016$1,303,000
+2.4%
11,745
-1.9%
0.15%
-0.7%
Q2 2016$1,272,000
+0.7%
11,970
-0.2%
0.15%
-1.9%
Q1 2016$1,263,000
+10.6%
12,000
+6.1%
0.16%
+8.3%
Q4 2015$1,142,000
+82.1%
11,305
+71.2%
0.14%
+69.4%
Q3 2015$627,000
+3.1%
6,605
+13.7%
0.08%
+11.8%
Q2 2015$608,000
-7.2%
5,810
-4.8%
0.08%
-7.3%
Q1 2015$655,000
+0.3%
6,105
-0.2%
0.08%
+1.2%
Q4 2014$653,000
+7.0%
6,115
+1.7%
0.08%
+1.2%
Q3 2014$610,000
-3.9%
6,010
-1.4%
0.08%
-2.4%
Q2 2014$635,000
+3.6%
6,0950.0%0.08%
+1.2%
Q1 2014$613,000
+0.5%
6,0950.0%0.08%
-5.8%
Q4 2013$610,000
+10.5%
6,095
-1.3%
0.09%0.0%
Q3 2013$552,000
+8.9%
6,175
-0.5%
0.09%
+2.4%
Q2 2013$507,0006,2080.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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