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 | $36,462 | -5.1% | 187 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $38,435 | +7.9% | 187 | 0.0% | 0.01% | +10.0% |
Q1 2023 | $35,626 | +4.3% | 187 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $34,154 | +17.8% | 187 | 0.0% | 0.01% | +28.6% |
Q3 2022 | $29,000 | -6.5% | 187 | 0.0% | 0.01% | -12.5% |
Q2 2022 | $31,000 | -13.9% | 187 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $36,000 | +200.0% | 187 | +228.1% | 0.01% | +166.7% |
Q4 2021 | $12,000 | +9.1% | 57 | 0.0% | 0.00% | +50.0% |
Q3 2021 | $11,000 | 0.0% | 57 | 0.0% | 0.00% | -33.3% |
Q2 2021 | $11,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $11,000 | +10.0% | 57 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $10,000 | +25.0% | 57 | 0.0% | 0.00% | +50.0% |
Q3 2020 | $8,000 | +14.3% | 57 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $7,000 | +16.7% | 57 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $6,000 | -33.3% | 57 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $9,000 | – | 57 | – | 0.00% | – |
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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% |