MinichMacGregor Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 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 Q4 2020
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