MinichMacGregor Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 246 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,460,730
+0.0%
17,749
+5.4%
1.15%
+6.1%
Q2 2023$3,459,716
+6.1%
16,833
-1.7%
1.08%0.0%
Q1 2023$3,261,559
+3.4%
17,120
-0.8%
1.08%
-5.1%
Q4 2022$3,153,486
+19.6%
17,266
+3.1%
1.14%
+8.2%
Q3 2022$2,637,000
-3.2%
16,739
+0.4%
1.05%
-6.2%
Q2 2022$2,724,000
-17.4%
16,680
-1.7%
1.12%
+6.5%
Q1 2022$3,298,000
-6.3%
16,963
-2.2%
1.05%
-1.6%
Q4 2021$3,520,000
+11.7%
17,348
+3.4%
1.07%
+0.9%
Q3 2021$3,151,000
+1.6%
16,771
+6.2%
1.06%
-2.4%
Q2 2021$3,101,000
+9.6%
15,788
+5.6%
1.09%
+2.8%
Q1 2021$2,830,000
+16.0%
14,955
+4.2%
1.06%
+6.3%
Q4 2020$2,440,000
+18.2%
14,354
+0.7%
0.99%
+2.1%
Q3 2020$2,064,00014,2610.97%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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