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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,364 | -0.5% | 2,079 | +4.9% | 0.02% | -4.5% |
Q2 2023 | $407,361 | +7.9% | 1,982 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $377,591 | +11.0% | 1,982 | +6.4% | 0.02% | +4.8% |
Q4 2022 | $340,076 | +16.1% | 1,862 | 0.0% | 0.02% | +5.0% |
Q3 2022 | $293,000 | +18.1% | 1,862 | +22.8% | 0.02% | +25.0% |
Q2 2022 | $248,000 | -14.2% | 1,516 | +2.1% | 0.02% | -5.9% |
Q1 2022 | $289,000 | +11.2% | 1,485 | +7.2% | 0.02% | 0.0% |
Q4 2021 | $260,000 | 0.0% | 1,385 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $260,000 | -7.8% | 1,385 | -3.3% | 0.02% | -5.6% |
Q2 2021 | $282,000 | -0.7% | 1,433 | -4.3% | 0.02% | -5.3% |
Q1 2021 | $284,000 | +13.6% | 1,498 | +2.0% | 0.02% | -13.6% |
Q4 2020 | $250,000 | +16.8% | 1,468 | -0.7% | 0.02% | 0.0% |
Q3 2020 | $214,000 | -6.1% | 1,478 | -15.7% | 0.02% | -12.0% |
Q2 2020 | $228,000 | +13.4% | 1,753 | -3.8% | 0.02% | -7.4% |
Q1 2020 | $201,000 | -39.3% | 1,823 | -15.1% | 0.03% | -27.0% |
Q4 2019 | $331,000 | +17.0% | 2,148 | +10.8% | 0.04% | +8.8% |
Q3 2019 | $283,000 | +3.3% | 1,938 | +3.0% | 0.03% | 0.0% |
Q2 2019 | $274,000 | +4.2% | 1,881 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $263,000 | +21.8% | 1,881 | +5.0% | 0.03% | +6.2% |
Q4 2018 | $216,000 | -18.5% | 1,791 | 0.0% | 0.03% | -11.1% |
Q3 2018 | $265,000 | +6.0% | 1,791 | -2.7% | 0.04% | 0.0% |
Q2 2018 | $250,000 | +3.3% | 1,841 | +5.7% | 0.04% | +2.9% |
Q1 2018 | $242,000 | +1.7% | 1,741 | +4.2% | 0.04% | +2.9% |
Q4 2017 | $238,000 | -4.8% | 1,671 | -29.7% | 0.03% | -29.2% |
Q1 2016 | $250,000 | +17.9% | 2,377 | +13.4% | 0.05% | +6.7% |
Q4 2015 | $212,000 | +5.5% | 2,097 | +9.0% | 0.04% | -2.2% |
Q2 2015 | $201,000 | -2.4% | 1,923 | 0.0% | 0.05% | -2.1% |
Q1 2015 | $206,000 | +0.5% | 1,923 | 0.0% | 0.05% | -6.0% |
Q4 2014 | $205,000 | +1.0% | 1,923 | -3.9% | 0.05% | -2.0% |
Q3 2014 | $203,000 | -2.9% | 2,001 | 0.0% | 0.05% | +2.0% |
Q2 2014 | $209,000 | +1.5% | 2,001 | -2.1% | 0.05% | 0.0% |
Q1 2014 | $206,000 | +1.0% | 2,044 | 0.0% | 0.05% | +2.0% |
Q4 2013 | $204,000 | – | 2,044 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |