Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 224 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$158,503
-6.5%
8250.0%0.01%0.0%
Q2 2023$169,602
+5.6%
825
-3.5%
0.01%
-11.1%
Q1 2023$160,657
+2.9%
8550.0%0.01%
-18.2%
Q4 2022$156,135
+29.0%
855
+25.4%
0.01%
+22.2%
Q3 2022$121,000
+14.2%
682
+4.6%
0.01%0.0%
Q2 2022$106,000
-4.5%
6520.0%0.01%0.0%
Q1 2022$111,000
+516.7%
652
+572.2%
0.01%
+350.0%
Q3 2021$18,000
-5.3%
970.0%0.00%0.0%
Q2 2021$19,000
+5.6%
970.0%0.00%0.0%
Q1 2021$18,000
+12.5%
970.0%0.00%0.0%
Q4 2020$16,000
+14.3%
970.0%0.00%0.0%
Q3 2020$14,000
+7.7%
970.0%0.00%0.0%
Q2 2020$13,000
-74.5%
97
-79.0%
0.00%
-80.0%
Q1 2020$51,000
+82.1%
462
+156.7%
0.01%
+150.0%
Q4 2019$28,000
+7.7%
1800.0%0.00%0.0%
Q3 2019$26,000
-10.3%
180
-9.5%
0.00%
-33.3%
Q2 2019$29,000
-63.8%
199
-65.1%
0.01%
-68.4%
Q1 2019$80,000
+15.9%
5700.0%0.02%
+5.6%
Q4 2018$69,000
-17.9%
5700.0%0.02%
-5.3%
Q3 2018$84,000
+9.1%
5700.0%0.02%0.0%
Q2 2018$77,000
-2.5%
5700.0%0.02%
-13.6%
Q1 2018$79,000
-2.5%
5700.0%0.02%0.0%
Q4 2017$81,000
+8.0%
570
+0.7%
0.02%
-29.0%
Q3 2017$75,000
+4.2%
566
+0.4%
0.03%
-8.8%
Q2 2017$72,000
+20.0%
564
+16.5%
0.03%0.0%
Q1 2017$60,000
+5.3%
484
+0.4%
0.03%
-10.5%
Q4 2016$57,0004820.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders