Trinity Legacy Partners, LLC - 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
Trinity Legacy Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,085,169
+129.1%
15,823
+141.5%
1.07%
+126.3%
Q2 2023$1,346,633
+10.7%
6,552
+2.6%
0.47%
+3.1%
Q1 2023$1,216,025
+21.2%
6,383
+16.2%
0.46%
+14.2%
Q4 2022$1,003,242
-0.9%
5,493
-14.5%
0.40%
-7.4%
Q3 2022$1,012,000
-1.3%
6,421
+2.7%
0.43%
+8.5%
Q2 2022$1,025,000
-14.4%
6,255
+1.6%
0.40%
-1.5%
Q1 2022$1,198,000
+33.0%
6,159
+38.8%
0.40%
+32.5%
Q4 2021$901,000
-5.8%
4,437
-12.8%
0.30%
-11.1%
Q3 2021$956,000
+14.9%
5,087
+19.8%
0.34%
+12.1%
Q2 2021$832,000
+14.1%
4,245
+13.5%
0.31%
+5.5%
Q1 2021$729,000
+15.2%
3,739
+0.5%
0.29%
+0.7%
Q4 2020$633,000
+17.4%
3,722
+4.8%
0.29%
+10.8%
Q3 2020$539,000
+77.9%
3,553
+84.1%
0.26%
+83.1%
Q4 2019$303,000
+32.9%
1,930
+21.8%
0.14%
+25.7%
Q3 2019$228,000
+7.0%
1,585
+5.9%
0.11%
-22.6%
Q2 2019$213,000
-3.6%
1,496
-5.1%
0.15%
+0.7%
Q1 2019$221,0001,5770.14%
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