VISTA INVESTMENT MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,181,935
-4.8%
6,851
+0.4%
0.62%
-1.3%
Q2 2023$1,242,127
+2.4%
6,826
+0.1%
0.63%
-1.9%
Q1 2023$1,212,732
+17.2%
6,820
+12.2%
0.64%
+8.5%
Q4 2022$1,034,476
+15.5%
6,078
+0.6%
0.59%
+7.1%
Q3 2022$896,000
-3.2%
6,040
+4.5%
0.55%
-1.4%
Q2 2022$926,000
-15.4%
5,778
+2.4%
0.56%
-6.7%
Q1 2022$1,095,000
+1.2%
5,644
+2.7%
0.60%
+2.2%
Q4 2021$1,082,000
+16.1%
5,496
+2.1%
0.59%
+7.3%
Q3 2021$932,000
-1.1%
5,381
+3.3%
0.55%
-1.6%
Q2 2021$942,000
+5.0%
5,209
+0.5%
0.56%
-0.4%
Q1 2021$897,000
+17.7%
5,185
+6.8%
0.56%
+9.2%
Q4 2020$762,000
+6.3%
4,853
-8.9%
0.51%
-6.6%
Q3 2020$717,000
+14.4%
5,327
+2.4%
0.55%
+1.7%
Q2 2020$627,000
+27.2%
5,200
+1.5%
0.54%
+6.7%
Q1 2020$493,000
-29.4%
5,121
-1.6%
0.50%
-3.8%
Q4 2019$698,000
+2.9%
5,205
-3.0%
0.52%
-6.3%
Q3 2019$678,000
-1.9%
5,368
-0.4%
0.56%
-4.4%
Q2 2019$691,000
+4.9%
5,388
+0.6%
0.58%
+1.2%
Q1 2019$659,000
+19.8%
5,356
+8.0%
0.58%
+2.1%
Q4 2018$550,000
-21.1%
4,959
-6.7%
0.57%
-8.1%
Q3 2018$697,000
+1.9%
5,317
+2.3%
0.62%
-7.8%
Q2 2018$684,000
+7.2%
5,197
+5.1%
0.67%0.0%
Q1 2018$638,000
-4.9%
4,947
+0.7%
0.67%
-4.8%
Q4 2017$671,0004,9120.70%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders