Trinity Legacy Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 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