MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 422 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$580,053
+0.8%
2,466
+4.7%
0.02%0.0%
Q1 2024$575,218
+20.0%
2,356
+8.4%
0.02%
-6.2%
Q4 2023$479,215
+19.7%
2,174
+5.9%
0.02%
+6.7%
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 2023
NameSharesValueWeighting ↓
Tatro Capital, LLC 24,657$2,720,0004.86%
Beacon Capital Management, Inc. 745,053$82,187,0004.42%
STARR INTERNATIONAL CO INC 35,000$3,861,0002.78%
BRANDYWINE OAK PRIVATE WEALTH LLC 89,786$9,624,0001.99%
Keebeck Wealth Management, LLC 36,905$4,070,0001.69%
FIRST FINANCIAL CORP /IN/ 15,228$1,680,0001.54%
Madden Advisory Services, Inc. 19,007$2,096,0001.45%
Axiom Financial Strategies, LLC 14,221$1,569,0001.27%
Centered Wealth LLC dba Miller Equity Capital Advisors 6,090$672,0001.26%
tru Independence LLC 47,292$5,908,0000.96%
View complete list of VANGUARD WORLD FDS shareholders