J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FDS ownership

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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$14,905,296
-7.0%
76,445
-2.0%
0.04%
-48.2%
Q2 2023$16,024,780
-3.9%
77,968
-10.9%
0.08%
+137.1%
Q1 2023$16,675,721
-24.0%
87,532
-27.2%
0.04%
-28.6%
Q4 2022$21,954,424
+101.4%
120,206
+73.7%
0.05%
+75.0%
Q3 2022$10,900,000
+6.3%
69,186
+10.2%
0.03%
+7.7%
Q2 2022$10,252,000
-21.7%
62,766
-6.8%
0.03%
-7.1%
Q1 2022$13,099,000
+29.2%
67,355
+34.8%
0.03%
+27.3%
Q4 2021$10,142,000
+12.3%
49,972
+4.0%
0.02%0.0%
Q3 2021$9,030,000
+3.0%
48,060
+7.7%
0.02%
-4.3%
Q2 2021$8,763,000
+21.9%
44,608
+17.5%
0.02%0.0%
Q1 2021$7,188,000
+19.6%
37,979
+7.4%
0.02%
+21.1%
Q4 2020$6,010,000
+57.5%
35,355
+34.1%
0.02%
+26.7%
Q3 2020$3,816,000
+14.7%
26,360
+2.9%
0.02%0.0%
Q2 2020$3,328,000
+17.3%
25,612
-0.4%
0.02%
-6.2%
Q1 2020$2,837,000
-34.9%
25,715
-9.2%
0.02%
-20.0%
Q4 2019$4,356,000
+53.1%
28,306
+45.3%
0.02%
+33.3%
Q3 2019$2,845,000
+11.5%
19,476
+11.3%
0.02%
+7.1%
Q2 2019$2,551,000
+12.8%
17,499
+8.3%
0.01%
+16.7%
Q1 2019$2,261,000
+11.2%
16,159
-4.3%
0.01%0.0%
Q4 2018$2,034,000
+28.4%
16,893
+57.5%
0.01%
+50.0%
Q3 2018$1,584,000
+24.3%
10,726
+14.3%
0.01%
+14.3%
Q2 2018$1,274,000
+17.0%
9,383
+19.9%
0.01%0.0%
Q1 2018$1,089,000
+2.0%
7,827
+4.3%
0.01%0.0%
Q4 2017$1,068,000
+23.5%
7,502
+16.4%
0.01%
+16.7%
Q3 2017$865,000
+17.8%
6,444
+12.7%
0.01%0.0%
Q2 2017$734,000
+86.3%
5,719
+79.8%
0.01%
+100.0%
Q1 2017$394,000
+13.9%
3,181
+9.7%
0.00%0.0%
Q4 2016$346,000
+0.9%
2,900
-6.1%
0.00%0.0%
Q3 2016$343,000
-64.0%
3,090
-65.5%
0.00%
-66.7%
Q2 2016$952,000
+216.3%
8,954
+212.5%
0.01%
+200.0%
Q1 2016$301,0002,8650.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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