Berkeley Capital 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
Berkeley Capital Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,409,479
-1.5%
38,001
+3.8%
2.68%
+0.4%
Q2 2023$7,521,595
+23.2%
36,596
+14.2%
2.66%
+17.7%
Q1 2023$6,106,435
+1196.5%
32,053
+1222.9%
2.26%
+1103.7%
Q1 2022$471,000
-94.8%
2,423
-94.6%
0.19%
-95.0%
Q4 2021$9,093,000
+5.2%
44,802
-2.6%
3.74%
-6.2%
Q3 2021$8,644,000
-5.9%
46,004
-1.6%
3.98%
-2.7%
Q2 2021$9,188,000
+9.8%
46,770
+5.8%
4.09%
+1.4%
Q1 2021$8,368,000
+82.5%
44,213
+29.5%
4.04%
+31.8%
Q3 2017$4,584,000
-9.6%
34,142
-13.6%
3.06%
-11.3%
Q2 2017$5,073,00039,5063.45%
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