CIBC Private Wealth Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 211 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$383,915
-51.7%
1,969
-49.1%
0.00%0.0%
Q2 2023$794,990
+7.9%
3,8680.0%0.00%0.0%
Q1 2023$736,892
+108.6%
3,868
+100.0%
0.00%0.0%
Q4 2022$353,226
+15.8%
1,9340.0%0.00%0.0%
Q3 2022$305,000
-3.5%
1,9340.0%0.00%0.0%
Q2 2022$316,000
-16.0%
1,9340.0%0.00%0.0%
Q1 2022$376,000
-4.3%
1,9340.0%0.00%0.0%
Q4 2021$393,000
+8.0%
1,934
-0.3%
0.00%0.0%
Q3 2021$364,000
-4.5%
1,9390.0%0.00%0.0%
Q2 2021$381,000
+4.1%
1,939
+0.2%
0.00%0.0%
Q1 2021$366,000
-26.9%
1,936
-34.3%
0.00%0.0%
Q4 2020$501,000
+17.3%
2,9470.0%0.00%0.0%
Q3 2020$427,000
+43.8%
2,947
+9.5%
0.00%0.0%
Q1 2020$297,000
-42.3%
2,692
-19.6%
0.00%
-50.0%
Q4 2019$515,000
+25.0%
3,350
+18.7%
0.00%
+100.0%
Q3 2019$412,000
+0.2%
2,8220.0%0.00%0.0%
Q2 2019$411,000
+18.8%
2,822
+14.2%
0.00%0.0%
Q1 2019$346,000
+4.8%
2,472
-9.7%
0.00%0.0%
Q4 2018$330,000
-19.3%
2,737
-1.1%
0.00%
-50.0%
Q3 2018$409,000
+21.7%
2,767
+11.9%
0.00%
+100.0%
Q2 2018$336,000
-2.3%
2,4720.0%0.00%0.0%
Q1 2018$344,000
-2.3%
2,4720.0%0.00%0.0%
Q4 2017$352,000
+5.1%
2,472
-0.9%
0.00%
-50.0%
Q3 2017$335,0002,4940.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders