Allied Investment Advisors, 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
Allied Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$227,152
-5.1%
1,1650.0%0.07%
-1.4%
Q2 2023$239,442
+7.9%
1,1650.0%0.07%0.0%
Q1 2023$221,944
+4.3%
1,1650.0%0.07%
+3.0%
Q4 2022$212,776
-0.6%
1,165
+5.9%
0.07%
-4.3%
Q1 2022$214,000
-4.0%
1,1000.0%0.07%
-7.9%
Q4 2021$223,000
+10.9%
1,100
+2.8%
0.08%0.0%
Q3 2021$201,000
-0.5%
1,070
+3.9%
0.08%0.0%
Q2 2021$202,0001,0300.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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