Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 377 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,864,469
-9.2%
19,820
-4.2%
0.06%
-7.8%
Q2 2023$4,254,253
+3.6%
20,699
-3.9%
0.06%
-3.0%
Q1 2023$4,105,428
+12.1%
21,550
+7.4%
0.07%
+6.5%
Q4 2022$3,662,996
+228.5%
20,056
+183.4%
0.06%
+195.2%
Q3 2022$1,115,000
+324.0%
7,078
+339.9%
0.02%
+320.0%
Q2 2022$263,000
-58.8%
1,609
-50.9%
0.01%
-50.0%
Q1 2022$638,000
+127.0%
3,279
+137.1%
0.01%
+150.0%
Q4 2021$281,000
+42.6%
1,383
+31.7%
0.00%
+33.3%
Q3 2021$197,000
+8.2%
1,050
+13.3%
0.00%0.0%
Q2 2021$182,000
-100.0%
927
-87.1%
0.00%
-75.0%
Q1 2021$1,359,334,000
+1029698.5%
7,182
+823.1%
0.01%
+300.0%
Q4 2020$132,000
-6.4%
778
-20.3%
0.00%
-25.0%
Q3 2020$141,000
+11.0%
976
-0.1%
0.00%0.0%
Q2 2020$127,000
+58.8%
977
+34.2%
0.00%
+33.3%
Q1 2020$80,000
-57.9%
728
-41.1%
0.00%
-50.0%
Q4 2019$190,000
-7.3%
1,237
-11.8%
0.01%
-14.3%
Q3 2019$205,000
-66.7%
1,403
-66.8%
0.01%
-69.6%
Q2 2019$616,000
+450.0%
4,226
+459.7%
0.02%
+360.0%
Q3 2018$112,000
+9.8%
755
+0.5%
0.01%
-16.7%
Q2 2018$102,000
-82.3%
751
-81.9%
0.01%
-84.6%
Q1 2018$576,0004,1440.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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