PRW Wealth Management LLC - VANGUARD WORLD FDS ownership

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
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 Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,197,741$167,564,0007.62%
D'Orazio & Associates, Inc. 149,527$20,919,0006.20%
BRANDYWINE OAK PRIVATE WEALTH LLC 125,058$17,495,0003.65%
STARR INTERNATIONAL CO INC 35,000$4,897,0001.95%
FIRST FINANCIAL CORP /IN/ 16,817$2,353,0001.76%
Madden Advisory Services, Inc. 19,197$2,685,0001.44%
Ameritas Investment Company, LLC 48,990$6,854,0001.27%
Private Wealth Advisors, LLC 10,950$1,532,0001.04%
NewFocus Financial Group, LLC 11,489$1,607,0000.80%
Ledyard National Bank 43,027$6,019,0000.80%
View complete list of VANGUARD WORLD FDS shareholders