HBK Sorce Advisory LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 376 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$411,520
+7.9%
2,0020.0%0.02%0.0%
Q1 2023$381,447
+52081.5%
2,002
-50.0%
0.02%
-15.0%
Q4 2022$731
-99.8%
4,004
+94.7%
0.02%
-9.1%
Q3 2022$324,000
-15.6%
2,056
+4.0%
0.02%
+4.8%
Q1 2022$384,000
+32.9%
1,976
+38.7%
0.02%
+40.0%
Q4 2021$289,0001,4250.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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