Joel Isaacson & Co., LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$259,065
-9.6%
2,031
+0.7%
0.02%
-5.3%
Q2 2023$286,551
-3.6%
2,0160.0%0.02%
-9.5%
Q1 2023$297,334
-3.1%
2,016
+0.8%
0.02%
-12.5%
Q4 2022$306,720
+7.6%
2,0000.0%0.02%
-4.0%
Q3 2022$285,000
-6.6%
2,0000.0%0.02%
-3.8%
Q2 2022$305,000
-7.0%
2,0000.0%0.03%
+8.3%
Q1 2022$328,000
+4.8%
2,0000.0%0.02%
+14.3%
Q4 2021$313,000
+12.6%
2,0000.0%0.02%0.0%
Q3 2021$278,0000.0%2,0000.0%0.02%
-4.5%
Q2 2021$278,000
-1.1%
2,0000.0%0.02%
-12.0%
Q1 2021$281,000
+2.6%
2,0000.0%0.02%
-7.4%
Q4 2020$274,000
+6.2%
2,0000.0%0.03%
-20.6%
Q3 2020$258,000
+4.5%
2,0000.0%0.03%
-2.9%
Q2 2020$247,000
+1.2%
2,0000.0%0.04%
-16.7%
Q1 2020$244,0002,0000.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders