FINANCIAL CONSULATE, INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 377 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.24 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 Q2 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders