VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 375 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $532,295 | -28.7% | 2,730 | -24.8% | 0.07% | -24.2% |
Q2 2023 | $746,074 | +2.3% | 3,630 | -5.2% | 0.10% | 0.0% |
Q1 2023 | $729,653 | +4.3% | 3,830 | 0.0% | 0.10% | +3.3% |
Q4 2022 | $699,511 | +16.0% | 3,830 | 0.0% | 0.09% | +7.0% |
Q3 2022 | $603,000 | -4.9% | 3,830 | -1.3% | 0.09% | 0.0% |
Q2 2022 | $634,000 | -27.9% | 3,880 | -14.2% | 0.09% | -12.2% |
Q1 2022 | $879,000 | -13.7% | 4,520 | -10.0% | 0.10% | -4.9% |
Q4 2021 | $1,019,000 | +8.1% | 5,020 | 0.0% | 0.10% | -1.9% |
Q3 2021 | $943,000 | -4.4% | 5,020 | 0.0% | 0.10% | -3.7% |
Q2 2021 | $986,000 | -0.5% | 5,020 | -2.0% | 0.11% | -6.0% |
Q1 2021 | $991,000 | +8.5% | 5,120 | -4.7% | 0.12% | -1.7% |
Q4 2020 | $913,000 | +17.1% | 5,370 | -0.3% | 0.12% | 0.0% |
Q3 2020 | $780,000 | +10.5% | 5,385 | -0.9% | 0.12% | +4.4% |
Q2 2020 | $706,000 | +15.5% | 5,435 | -1.8% | 0.11% | 0.0% |
Q1 2020 | $611,000 | -33.8% | 5,535 | -5.7% | 0.11% | -15.7% |
Q4 2019 | $923,000 | +6.3% | 5,870 | -1.2% | 0.13% | -3.6% |
Q3 2019 | $868,000 | -0.6% | 5,940 | -0.8% | 0.14% | -5.4% |
Q2 2019 | $873,000 | +4.2% | 5,990 | 0.0% | 0.15% | -1.3% |
Q1 2019 | $838,000 | +7.9% | 5,990 | -7.2% | 0.15% | -3.2% |
Q4 2018 | $777,000 | -18.6% | 6,455 | 0.0% | 0.15% | -1.9% |
Q3 2018 | $954,000 | – | 6,455 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |