Lee Financial Co - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 323 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Lee Financial Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,283
-5.1%
270.0%0.00%0.0%
Q2 2023$5,569
+8.3%
270.0%0.00%0.0%
Q1 2023$5,144
+4.3%
270.0%0.00%0.0%
Q4 2022$4,931
+23.3%
270.0%0.00%0.0%
Q3 2022$4,000
-83.3%
27
-81.6%
0.00%
-75.0%
Q2 2022$24,000
+380.0%
147
+444.4%
0.00%
+300.0%
Q1 2022$5,0000.0%270.0%0.00%0.0%
Q4 2021$5,0000.0%270.0%0.00%0.0%
Q3 2021$5,0000.0%270.0%0.00%0.0%
Q2 2021$5,0000.0%270.0%0.00%0.0%
Q1 2021$5,0000.0%270.0%0.00%0.0%
Q4 2020$5,000
+25.0%
270.0%0.00%0.0%
Q3 2020$4,000
-75.0%
27
-78.7%
0.00%
-75.0%
Q2 2020$16,000
+433.3%
127
+370.4%
0.00%
+300.0%
Q1 2020$3,000
-25.0%
270.0%0.00%0.0%
Q4 2019$4,0000.0%270.0%0.00%0.0%
Q3 2019$4,0000.0%270.0%0.00%0.0%
Q2 2019$4,0000.0%270.0%0.00%0.0%
Q1 2019$4,000
+33.3%
270.0%0.00%0.0%
Q4 2018$3,000
-25.0%
270.0%0.00%0.0%
Q3 2018$4,000–27–0.00%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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