VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $544,969 | -10.3% | 2,795 | -5.4% | 0.02% | -10.0% |
Q2 2023 | $607,614 | +1.0% | 2,956 | -6.3% | 0.02% | -9.1% |
Q1 2023 | $601,312 | +90.7% | 3,156 | +82.7% | 0.02% | +100.0% |
Q4 2022 | $315,384 | -64.8% | 1,727 | -69.7% | 0.01% | -71.8% |
Q3 2022 | $897,000 | -25.1% | 5,692 | -22.3% | 0.04% | +5.4% |
Q2 2022 | $1,197,000 | – | 7,326 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |