West Branch Capital 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
West Branch Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,340
-5.1%
120.0%0.00%0.0%
Q2 2023$2,467
+7.9%
120.0%0.00%0.0%
Q1 2023$2,287
+4.3%
120.0%0.00%0.0%
Q4 2022$2,192
+9.6%
120.0%0.00%0.0%
Q3 2022$2,0000.0%120.0%0.00%0.0%
Q2 2022$2,0000.0%120.0%0.00%0.0%
Q1 2022$2,0000.0%120.0%0.00%0.0%
Q4 2021$2,0000.0%120.0%0.00%0.0%
Q3 2021$2,0000.0%120.0%0.00%0.0%
Q2 2021$2,000120.00%
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