Veritable, L.P. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$3,011,426
+1.5%
14,652
-5.9%
0.05%
-4.1%
Q1 2023$2,966,050
+4.3%
15,5690.0%0.05%0.0%
Q4 2022$2,843,522
+15.9%
15,5690.0%0.05%
+2.1%
Q3 2022$2,453,000
-3.5%
15,5690.0%0.05%
+4.3%
Q2 2022$2,543,000
-16.0%
15,5690.0%0.05%0.0%
Q1 2022$3,028,000
-4.0%
15,569
+0.2%
0.05%
-2.1%
Q4 2021$3,153,000
+8.0%
15,5360.0%0.05%0.0%
Q3 2021$2,919,000
-4.4%
15,5360.0%0.05%
-4.1%
Q2 2021$3,052,000
+3.8%
15,5360.0%0.05%
-2.0%
Q1 2021$2,940,000
+12.0%
15,536
+0.6%
0.05%
+4.2%
Q4 2020$2,625,000
+17.4%
15,4420.0%0.05%
+6.7%
Q3 2020$2,236,000
+11.5%
15,4420.0%0.04%
+4.7%
Q2 2020$2,006,000
+17.8%
15,4420.0%0.04%
+4.9%
Q1 2020$1,703,000
-26.5%
15,442
+2.5%
0.04%
-4.7%
Q4 2019$2,318,000
+20.0%
15,062
+13.9%
0.04%
+13.2%
Q3 2019$1,932,000
-1.5%
13,227
-1.6%
0.04%
-2.6%
Q2 2019$1,961,000
+4.3%
13,4470.0%0.04%
+2.6%
Q1 2019$1,881,000
+16.2%
13,4470.0%0.04%
+2.7%
Q4 2018$1,619,000
-18.5%
13,4470.0%0.04%
-7.5%
Q3 2018$1,986,000
+8.8%
13,4470.0%0.04%
+5.3%
Q2 2018$1,826,000
-2.4%
13,4470.0%0.04%
-5.0%
Q1 2018$1,871,000
-2.2%
13,4470.0%0.04%
+5.3%
Q4 2017$1,914,000
+6.0%
13,4470.0%0.04%0.0%
Q3 2017$1,805,000
+6.3%
13,447
+1.7%
0.04%
-2.6%
Q2 2017$1,698,000
+3.7%
13,2270.0%0.04%0.0%
Q1 2017$1,637,000
+3.8%
13,2270.0%0.04%
+2.6%
Q4 2016$1,577,000
+7.5%
13,2270.0%0.04%
+2.7%
Q3 2016$1,467,000
+4.3%
13,2270.0%0.04%
+2.8%
Q2 2016$1,406,000
+1.0%
13,2270.0%0.04%0.0%
Q1 2016$1,392,000
+4.2%
13,2270.0%0.04%
-2.7%
Q4 2015$1,336,000
+6.4%
13,2270.0%0.04%0.0%
Q3 2015$1,256,000
+0.1%
13,227
+10.3%
0.04%
+8.8%
Q2 2015$1,255,000
-2.5%
11,9900.0%0.03%
+25.9%
Q1 2015$1,287,000
+0.5%
11,9900.0%0.03%0.0%
Q4 2014$1,281,000
+5.3%
11,9900.0%0.03%
+3.8%
Q3 2014$1,216,000
-2.7%
11,9900.0%0.03%0.0%
Q2 2014$1,250,000
+3.6%
11,9900.0%0.03%0.0%
Q1 2014$1,206,000
+0.6%
11,9900.0%0.03%0.0%
Q4 2013$1,199,000
+11.8%
11,9900.0%0.03%
+4.0%
Q3 2013$1,072,000
+9.6%
11,9900.0%0.02%
+4.2%
Q2 2013$978,000
+2.1%
11,9900.0%0.02%0.0%
Q1 2013$958,000
+12.2%
11,9900.0%0.02%0.0%
Q4 2012$854,00011,9900.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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