VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,251,772 | -13.8% | 6,420 | -9.1% | 0.12% | -10.8% |
| Q2 2023 | $1,451,864 | +7.1% | 7,064 | -0.7% | 0.13% | -0.8% |
| Q1 2023 | $1,355,288 | +2.1% | 7,114 | -2.1% | 0.13% | -5.1% |
| Q4 2022 | $1,327,793 | +28.5% | 7,270 | +10.9% | 0.14% | +43.8% |
| Q3 2022 | $1,033,000 | -10.9% | 6,558 | +2.1% | 0.10% | -4.0% |
| Q2 2022 | $1,160,000 | – | 6,422 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 158,296 | $23,383,000 | 8.54% |
| Beacon Capital Management, Inc. | 1,370,305 | $202,421,000 | 8.28% |
| Invst, LLC | 45,231 | $6,717,000 | 3.42% |
| Madden Advisory Services, Inc. | 19,922 | $2,942,000 | 1.78% |
| RAND WEALTH, LLC | 75,267 | $11,118,000 | 1.24% |
| NORTHERN CAPITAL MANAGEMENT LLC | 33,503 | $4,949,000 | 1.14% |
| FIRST FINANCIAL CORP /IN/ | 11,733 | $1,733,000 | 1.14% |
| Visionary Asset Management, Inc. | 23,352 | $3,449,000 | 1.11% |
| NewFocus Financial Group, LLC | 13,242 | $1,956,000 | 1.06% |
| CABOT WEALTH MANAGEMENT INC | 30,118 | $4,449,000 | 0.95% |