Winch Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$210
-11.8%
1,078
-6.8%
0.08%
-9.4%
Q2 2023$238
+8.2%
1,1570.0%0.08%0.0%
Q1 2023$220
+4.3%
1,157
+0.2%
0.08%
-5.6%
Q4 2022$211
-99.9%
1,155
-7.7%
0.09%
+5.9%
Q3 2022$197,000
-3.4%
1,2510.0%0.08%
+2.4%
Q2 2022$204,000
-16.0%
1,251
+0.2%
0.08%
-1.2%
Q1 2022$243,000
-4.3%
1,2490.0%0.08%0.0%
Q4 2021$254,000
+12.9%
1,249
+4.4%
0.08%
+7.7%
Q3 2021$225,0000.0%1,196
+4.5%
0.08%
-3.7%
Q2 2021$225,0001,1440.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders