VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $882,251 | +11.0% | 4,525 | -12.9% | 0.01% | +16.7% |
Q2 2023 | $794,553 | +69.9% | 5,198 | +111.7% | 0.01% | +20.0% |
Q1 2023 | $467,724 | +4.5% | 2,455 | +0.2% | 0.01% | 0.0% |
Q4 2022 | $447,418 | +29.3% | 2,449 | +11.5% | 0.01% | +25.0% |
Q3 2022 | $346,000 | -3.6% | 2,197 | 0.0% | 0.00% | -20.0% |
Q2 2022 | $359,000 | -15.7% | 2,197 | +0.2% | 0.01% | 0.0% |
Q1 2022 | $426,000 | +8.4% | 2,192 | +13.2% | 0.01% | +25.0% |
Q4 2021 | $393,000 | +7.4% | 1,937 | -0.8% | 0.00% | -20.0% |
Q3 2021 | $366,000 | -4.4% | 1,952 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $383,000 | +2.7% | 1,952 | -0.9% | 0.01% | -16.7% |
Q1 2021 | $373,000 | +14.8% | 1,969 | +3.0% | 0.01% | -14.3% |
Q4 2020 | $325,000 | +0.9% | 1,912 | -14.1% | 0.01% | -12.5% |
Q3 2020 | $322,000 | +22.4% | 2,227 | +9.9% | 0.01% | 0.0% |
Q2 2020 | $263,000 | +16.4% | 2,027 | -1.1% | 0.01% | -20.0% |
Q1 2020 | $226,000 | -44.9% | 2,049 | -23.1% | 0.01% | -37.5% |
Q4 2019 | $410,000 | – | 2,666 | – | 0.02% | – |
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% |