FINANCIAL CONSULATE, INC - 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
FINANCIAL CONSULATE, INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$318,598
+2.3%
1,6340.0%0.14%
+29.4%
Q1 2023$311,294
+4.3%
1,6340.0%0.11%
+4.8%
Q4 2022$298,434
+16.1%
1,6340.0%0.10%
-3.7%
Q3 2022$257,000
-3.7%
1,6340.0%0.11%
-13.6%
Q2 2022$267,000
-16.0%
1,6340.0%0.12%
+2.5%
Q1 2022$318,000
-4.2%
1,6340.0%0.12%
+6.1%
Q4 2021$332,000
+8.1%
1,6340.0%0.12%
+3.6%
Q3 2021$307,000
-4.4%
1,6340.0%0.11%
-4.3%
Q2 2021$321,000
+3.9%
1,6340.0%0.12%
-7.2%
Q1 2021$309,000
+11.2%
1,6340.0%0.12%
+4.2%
Q4 2020$278,000
+17.3%
1,6340.0%0.12%
+6.2%
Q3 2020$237,000
+11.8%
1,6340.0%0.11%
+4.6%
Q2 2020$212,000
-25.1%
1,634
-11.3%
0.11%
-13.6%
Q4 2019$283,0001,8420.12%
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