Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 330 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$2,425
+314.5%
11
+266.7%
0.00%
Q3 2023$585
-5.2%
30.0%0.00%
Q2 2023$617
-97.5%
3
-97.7%
0.00%
-100.0%
Q1 2023$25,147
+39.1%
132
+33.3%
0.00%0.0%
Q4 2022$18,081
+20.5%
99
+3.1%
0.00%
Q3 2022$15,000
-6.2%
960.0%0.00%
Q2 2022$16,000
-15.8%
960.0%0.00%
Q1 2022$19,0000.0%960.0%0.00%
Q4 2021$19,000
+5.6%
960.0%0.00%
-100.0%
Q3 2021$18,000
-58.1%
96
-56.2%
0.00%0.0%
Q2 2021$43,000
+138.9%
219
+128.1%
0.00%0.0%
Q1 2021$18,000
+260.0%
96
+182.4%
0.00%
Q3 2018$5,000
-50.0%
34
-63.8%
0.00%
-100.0%
Q3 2016$10,000940.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 153,258$18,454,0006.06%
Spearhead Capital Advisors, LLC 69,446$8,554,0003.67%
Polianta Ltd 51,800$6,237,0003.10%
BRANDYWINE OAK PRIVATE WEALTH LLC 107,660$13,114,0002.95%
FIRST FINANCIAL CORP /IN/ 16,196$1,950,0001.57%
Madden Advisory Services, Inc. 18,884$2,273,0001.37%
NORTHERN CAPITAL MANAGEMENT LLC 35,833$4,315,0001.16%
Private Wealth Advisors, LLC 10,656$1,283,0001.04%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,373$1,249,0001.01%
Kingsview Wealth Management, LLC 30,851$3,715,0000.81%
View complete list of VANGUARD WORLD FDS shareholders