Kovitz Investment Group Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 246 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,345,947
-11.9%
6,903
-7.2%
0.02%
+9.1%
Q2 2023$1,528,527
+61286.6%
7,437
-43.1%
0.02%
-48.8%
Q1 2023$2,490
+3.6%
13,070
-0.7%
0.04%
-8.5%
Q4 2022$2,404
-99.9%
13,162
-1.9%
0.05%
-4.1%
Q3 2022$2,114,000
-8.3%
13,416
-5.0%
0.05%
-3.9%
Q2 2022$2,306,000
-47.8%
14,115
-37.9%
0.05%
-39.3%
Q1 2022$4,420,000
-31.2%
22,727
-39.9%
0.08%
-44.4%
Q4 2021$6,425,000
+11.2%
37,795
+22.9%
0.15%
+31.3%
Q3 2021$5,779,000
-24.7%
30,760
-21.3%
0.12%
-23.8%
Q2 2021$7,675,000
+15.0%
39,067
+10.8%
0.15%
-3.2%
Q1 2021$6,676,000
+4.2%
35,273
-6.4%
0.16%0.0%
Q4 2020$6,404,000
+7.9%
37,670
-8.1%
0.16%
-6.0%
Q3 2020$5,933,000
+13.0%
40,980
+1.4%
0.17%
+2.5%
Q2 2020$5,251,000
+16.2%
40,415
-1.3%
0.16%
-0.6%
Q1 2020$4,518,000
+1.0%
40,957
+40.9%
0.16%
+25.4%
Q4 2019$4,473,000
+11.9%
29,065
+6.2%
0.13%
+2.4%
Q3 2019$3,997,000
+2.5%
27,365
+2.3%
0.13%
+3.3%
Q2 2019$3,901,000
+4.4%
26,755
+0.2%
0.12%
+4.2%
Q1 2019$3,737,00026,7120.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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