Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$708,000
+24.4%
4,492
+29.0%
0.13%
+45.5%
Q2 2022$569,000
-31.0%
3,481
-17.9%
0.09%
-15.4%
Q1 2022$825,000
-15.7%
4,242
-12.0%
0.10%
-12.6%
Q4 2021$979,000
-58.2%
4,821
-61.3%
0.12%
-51.6%
Q3 2021$2,340,000
-10.2%
12,454
-6.1%
0.25%
-16.0%
Q2 2021$2,605,000
+60.9%
13,259
+55.0%
0.29%
+34.4%
Q1 2021$1,619,000
+102.9%
8,552
+82.1%
0.22%
+77.2%
Q4 2020$798,000
+21.3%
4,697
+3.3%
0.12%
-3.1%
Q3 2020$658,000
+12.9%
4,548
+1.2%
0.13%
+6.7%
Q2 2020$583,000
+1.9%
4,494
-13.4%
0.12%
-13.1%
Q1 2020$572,000
-24.3%
5,189
+5.7%
0.14%
-4.9%
Q4 2019$756,000
+4.3%
4,911
-3.4%
0.14%
-11.7%
Q3 2019$725,000
-19.0%
5,086
-17.2%
0.16%
-19.3%
Q2 2019$895,000
+48.7%
6,141
+42.7%
0.20%
+48.5%
Q1 2019$602,000
-1.6%
4,303
-15.4%
0.14%
-19.0%
Q4 2018$612,0005,0850.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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