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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,990 | -4.4% | 2,754 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $561,917 | +11.1% | 2,734 | +3.0% | 0.01% | 0.0% |
| Q1 2023 | $505,611 | +14.9% | 2,654 | +10.2% | 0.01% | -7.7% |
| Q4 2022 | $440,018 | +31.0% | 2,409 | +13.1% | 0.01% | +8.3% |
| Q3 2022 | $336,000 | -1.5% | 2,130 | +2.2% | 0.01% | -20.0% |
| Q2 2022 | $341,000 | -7.6% | 2,085 | +10.0% | 0.02% | +7.1% |
| Q1 2022 | $369,000 | +7.6% | 1,896 | +12.1% | 0.01% | +16.7% |
| Q4 2021 | $343,000 | +18.7% | 1,692 | +10.0% | 0.01% | +9.1% |
| Q3 2021 | $289,000 | -5.2% | 1,538 | -1.0% | 0.01% | -15.4% |
| Q2 2021 | $305,000 | +10.9% | 1,554 | +7.1% | 0.01% | 0.0% |
| Q1 2021 | $275,000 | +2955.6% | 1,451 | +2065.7% | 0.01% | +550.0% |
| Q2 2018 | $9,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -10.0% | 67 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $10,000 | – | 67 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 158,296 | $23,383,000 | 8.54% |
| Beacon Capital Management, Inc. | 1,370,305 | $202,421,000 | 8.28% |
| Invst, LLC | 45,231 | $6,717,000 | 3.42% |
| Madden Advisory Services, Inc. | 19,922 | $2,942,000 | 1.78% |
| RAND WEALTH, LLC | 75,267 | $11,118,000 | 1.24% |
| NORTHERN CAPITAL MANAGEMENT LLC | 33,503 | $4,949,000 | 1.14% |
| FIRST FINANCIAL CORP /IN/ | 11,733 | $1,733,000 | 1.14% |
| Visionary Asset Management, Inc. | 23,352 | $3,449,000 | 1.11% |
| NewFocus Financial Group, LLC | 13,242 | $1,956,000 | 1.06% |
| CABOT WEALTH MANAGEMENT INC | 30,118 | $4,449,000 | 0.95% |