Sigma Planning Corp - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 317 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$380,605
+15.2%
1,952
+21.5%
0.01%
+16.7%
Q2 2023$330,265
+6.4%
1,606
-1.4%
0.01%
+20.0%
Q1 2023$310,518
-5.4%
1,629
-9.3%
0.01%
-16.7%
Q4 2022$328,272
+10.2%
1,797
-5.0%
0.01%
+9.1%
Q3 2022$298,000
-10.0%
1,891
-6.7%
0.01%
-8.3%
Q2 2022$331,000
-35.5%
2,026
-23.1%
0.01%
-20.0%
Q1 2022$513,000
+4.3%
2,636
+8.7%
0.02%
+7.1%
Q4 2021$492,000
+15.2%
2,424
+6.7%
0.01%
+7.7%
Q3 2021$427,000
-14.1%
2,272
-10.1%
0.01%
-13.3%
Q2 2021$497,000
+52.5%
2,528
+47.1%
0.02%
+50.0%
Q1 2021$326,000
-8.2%
1,719
-17.8%
0.01%
-16.7%
Q4 2020$355,000
+60.6%
2,090
+45.2%
0.01%
+33.3%
Q4 2019$221,000
-7.9%
1,439
-12.3%
0.01%
-25.0%
Q3 2019$240,000
+14.3%
1,640
+13.7%
0.01%
+9.1%
Q2 2019$210,000
-2.3%
1,443
-6.1%
0.01%
-8.3%
Q1 2019$215,000
-28.8%
1,537
-24.9%
0.01%
-33.3%
Q3 2018$302,000
-3.2%
2,047
-10.9%
0.02%
-14.3%
Q2 2018$312,000
+27.9%
2,297
+31.3%
0.02%
+16.7%
Q1 2018$244,000
-26.7%
1,750
-25.1%
0.02%
-30.8%
Q4 2017$333,000
-2.1%
2,337
-7.8%
0.03%
-7.1%
Q3 2017$340,000
+12.6%
2,535
+7.7%
0.03%0.0%
Q2 2017$302,000
-4.7%
2,354
-8.1%
0.03%
-9.7%
Q1 2017$317,0002,5620.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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