Ellevest, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$103,256
+4.3%
5420.0%0.01%0.0%
Q4 2022$98,991
+125.0%
542
+92.2%
0.01%
+100.0%
Q3 2022$44,000
-4.3%
2820.0%0.00%0.0%
Q2 2022$46,000
-16.4%
2820.0%0.00%
-20.0%
Q1 2022$55,000
-3.5%
2820.0%0.01%0.0%
Q4 2021$57,000
+7.5%
2820.0%0.01%0.0%
Q3 2021$53,000
-3.6%
2820.0%0.01%0.0%
Q2 2021$55,000
+3.8%
2820.0%0.01%
-16.7%
Q1 2021$53,0002820.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders