Patriot Financial Group Insurance Agency, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$6,000
-25.0%
400.0%0.00%0.0%
Q1 2022$8,0000.0%40
+2.6%
0.00%0.0%
Q4 2021$8,000
-75.0%
39
-76.9%
0.00%
-83.3%
Q3 2021$32,000
+18.5%
169
+21.6%
0.01%
+20.0%
Q2 2021$27,000
-37.2%
139
-38.5%
0.01%
-50.0%
Q1 2021$43,000
+34.4%
226
+20.9%
0.01%
+25.0%
Q4 2020$32,000
+88.2%
187
+61.2%
0.01%
+33.3%
Q3 2020$17,0000.0%116
-11.5%
0.01%
-14.3%
Q2 2020$17,000
+70.0%
131
+42.4%
0.01%
+40.0%
Q1 2020$10,000920.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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