Waldron Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 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
Waldron Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,362
-19.5%
17,189
-15.1%
0.18%
-15.9%
Q2 2023$4,174
+0.1%
20,240
-7.5%
0.21%
+2.5%
Q1 2023$4,170
-4.8%
21,890
-20.9%
0.20%
-25.4%
Q4 2022$4,379
-99.9%
27,6750.0%0.27%0.0%
Q3 2022$4,379,000
-3.1%
27,6750.0%0.27%
+7.1%
Q2 2022$4,520,000
+1312.5%
27,675
+1577.3%
0.25%
+1487.5%
Q1 2022$320,000
-4.2%
1,6500.0%0.02%0.0%
Q4 2021$334,000
+7.4%
1,6500.0%0.02%
-11.1%
Q3 2021$311,000
-4.0%
1,6500.0%0.02%
-14.3%
Q2 2021$324,000
+3.8%
1,6500.0%0.02%
-4.5%
Q1 2021$312,000
+12.2%
1,650
+0.6%
0.02%
+4.8%
Q4 2020$278,000
+17.3%
1,6400.0%0.02%
+5.0%
Q3 2020$237,000
+7.2%
1,640
-3.8%
0.02%0.0%
Q2 2020$221,000
-84.1%
1,705
-81.9%
0.02%
-92.6%
Q3 2018$1,389,000
+41.0%
9,405
+29.6%
0.27%
+26.6%
Q2 2018$985,000
+134.5%
7,255
+74.4%
0.21%
+35.4%
Q1 2016$420,0000.0%4,1600.0%0.16%
+0.6%
Q4 2015$420,0004,1600.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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