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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,454,798 | +8.0% | 12,590 | +13.9% | 0.08% | +27.4% |
Q2 2023 | $2,272,134 | +129.8% | 11,055 | +113.0% | 0.06% | +138.5% |
Q1 2023 | $988,556 | +310.2% | 5,189 | +200.8% | 0.03% | +85.7% |
Q1 2019 | $241,000 | +20.5% | 1,725 | +20.0% | 0.01% | -17.6% |
Q1 2018 | $200,000 | -21.6% | 1,438 | -19.6% | 0.02% | -32.0% |
Q4 2017 | $255,000 | – | 1,788 | – | 0.02% | – |
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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% |