Ellevest, 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
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 Q2 2023
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