Bogart Wealth, 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
Bogart Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$82,672
+0.6%
424
+6.0%
0.01%0.0%
Q2 2023$82,212
+7.9%
4000.0%0.01%0.0%
Q1 2023$76,204
+4.3%
4000.0%0.01%0.0%
Q4 2022$73,056
+16.0%
4000.0%0.01%0.0%
Q3 2022$63,000
-3.1%
4000.0%0.01%
-16.7%
Q2 2022$65,000
+550.0%
400
+684.3%
0.01%
+500.0%
Q4 2021$10,0000.0%510.0%0.00%0.0%
Q3 2021$10,000
+400.0%
51
+410.0%
0.00%
Q2 2021$2,000
+100.0%
10
+66.7%
0.00%
Q4 2020$1,00060.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders