Gradient Investments 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
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 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