MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

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 Q3 2023
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