Allied Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 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 Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders