MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$400,294
-11.6%
2,053
-6.8%
0.02%
-11.8%
Q2 2023$452,783
-13.7%
2,203
-20.0%
0.02%
-22.7%
Q1 2023$524,475
+82.4%
2,753
+74.9%
0.02%
+57.1%
Q4 2022$287,475
+8.9%
1,574
-6.0%
0.01%0.0%
Q3 2022$264,000
+13.3%
1,675
+17.2%
0.01%
+16.7%
Q2 2022$233,000
-36.9%
1,429
-24.6%
0.01%
-29.4%
Q1 2022$369,000
-16.3%
1,896
-12.6%
0.02%
-15.0%
Q4 2021$441,000
+8.4%
2,170
+0.2%
0.02%
-4.8%
Q3 2021$407,000
-4.5%
2,1660.0%0.02%
-8.7%
Q2 2021$426,000
+72.5%
2,166
+66.1%
0.02%
+64.3%
Q1 2021$247,0001,3040.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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