VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 376 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $341,800 | -5.1% | 1,753 | 0.0% | 0.08% | -8.3% |
Q2 2023 | $360,295 | +7.9% | 1,753 | 0.0% | 0.08% | -3.4% |
Q1 2023 | $333,965 | -33.6% | 1,753 | -36.3% | 0.09% | -26.9% |
Q4 2022 | $502,808 | +15.9% | 2,753 | 0.0% | 0.12% | -6.3% |
Q3 2022 | $434,000 | -3.6% | 2,753 | 0.0% | 0.13% | +5.8% |
Q2 2022 | $450,000 | -27.4% | 2,753 | -13.6% | 0.12% | -20.0% |
Q1 2022 | $620,000 | -4.2% | 3,187 | +0.0% | 0.15% | +0.7% |
Q4 2021 | $647,000 | +8.2% | 3,186 | +0.1% | 0.15% | +2.1% |
Q3 2021 | $598,000 | -4.3% | 3,183 | 0.0% | 0.15% | -9.3% |
Q2 2021 | $625,000 | +3.8% | 3,183 | +0.0% | 0.16% | -4.2% |
Q1 2021 | $602,000 | +7.5% | 3,182 | -3.3% | 0.17% | -7.2% |
Q4 2020 | $560,000 | +15.2% | 3,292 | -2.0% | 0.18% | -7.7% |
Q3 2020 | $486,000 | -1.0% | 3,360 | -11.0% | 0.20% | -8.4% |
Q2 2020 | $491,000 | -8.7% | 3,776 | -22.5% | 0.21% | -18.6% |
Q1 2020 | $538,000 | -97.6% | 4,874 | -96.7% | 0.26% | -96.0% |
Q4 2019 | $22,399,000 | +4.6% | 145,562 | -0.7% | 6.62% | -3.7% |
Q3 2019 | $21,412,000 | -1.4% | 146,584 | -1.6% | 6.88% | +9.7% |
Q2 2019 | $21,722,000 | +3.8% | 148,987 | -0.4% | 6.27% | +1.1% |
Q1 2019 | $20,919,000 | +13.4% | 149,527 | -2.4% | 6.20% | +2.3% |
Q4 2018 | $18,454,000 | -21.1% | 153,258 | -3.2% | 6.06% | -29.0% |
Q3 2018 | $23,383,000 | +10.3% | 158,296 | +1.4% | 8.54% | +5.1% |
Q2 2018 | $21,200,000 | -0.2% | 156,104 | +2.2% | 8.13% | +2.3% |
Q1 2018 | $21,250,000 | +11448.9% | 152,757 | +11695.9% | 7.95% | +12126.2% |
Q4 2017 | $184,000 | +53.3% | 1,295 | +44.7% | 0.06% | +47.7% |
Q3 2017 | $120,000 | +4.3% | 895 | 0.0% | 0.04% | -2.2% |
Q2 2017 | $115,000 | +3.6% | 895 | 0.0% | 0.04% | +4.7% |
Q1 2017 | $111,000 | – | 895 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |