PRW Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$409,452
+11.3%
2,201
+12.8%
0.16%
+8.3%
Q1 2023$367,861
+8.5%
1,951
-9.3%
0.14%
-11.1%
Q3 2022$339,000
+25.1%
2,151
+29.4%
0.16%
+1.9%
Q2 2022$271,000
-14.2%
1,662
+2.2%
0.16%
+13.6%
Q1 2022$316,000
-6.5%
1,626
-2.2%
0.14%
-10.8%
Q4 2021$338,000
+10.5%
1,663
+2.1%
0.16%
+2.6%
Q3 2021$306,000
+39.1%
1,628
+40.3%
0.15%
+41.7%
Q1 2021$220,000
+411.6%
1,160
+274.2%
0.11%
+170.0%
Q1 2019$43,000
+16.2%
3100.0%0.04%
-13.0%
Q4 2018$37,0003100.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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