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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $849,918 | -5.1% | 4,359 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $895,906 | +7.9% | 4,359 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $830,433 | +4.3% | 4,359 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $796,128 | +155.2% | 4,359 | +120.5% | 0.00% | – |
Q3 2022 | $312,000 | -3.4% | 1,977 | 0.0% | 0.00% | – |
Q2 2022 | $323,000 | -23.1% | 1,977 | -8.6% | 0.00% | – |
Q1 2022 | $420,000 | -15.5% | 2,163 | -11.8% | 0.00% | – |
Q4 2021 | $497,000 | +5.3% | 2,452 | -2.3% | 0.00% | – |
Q3 2021 | $472,000 | -3.7% | 2,510 | +0.8% | 0.00% | – |
Q2 2021 | $490,000 | +4.0% | 2,491 | 0.0% | 0.00% | – |
Q1 2021 | $471,000 | +12.9% | 2,491 | +1.6% | 0.00% | – |
Q4 2020 | $417,000 | +35.4% | 2,452 | +15.3% | 0.00% | – |
Q3 2020 | $308,000 | +11.6% | 2,127 | 0.0% | 0.00% | – |
Q2 2020 | $276,000 | +11.7% | 2,127 | -5.1% | 0.00% | – |
Q1 2020 | $247,000 | 0.0% | 2,241 | +26.4% | 0.00% | – |
Q1 2018 | $247,000 | -2.0% | 1,773 | 0.0% | 0.00% | – |
Q4 2017 | $252,000 | – | 1,773 | – | 0.00% | – |
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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% |