VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,930,777 | -2.5% | 15,031 | +2.8% | 2.05% | -3.6% |
Q2 2023 | $3,004,772 | +8.5% | 14,620 | +0.5% | 2.12% | +6.4% |
Q1 2023 | $2,770,516 | +7.6% | 14,543 | +3.2% | 2.00% | +6.6% |
Q4 2022 | $2,573,928 | +23.7% | 14,093 | +6.8% | 1.87% | +14.0% |
Q3 2022 | $2,080,000 | +0.1% | 13,201 | +3.8% | 1.64% | +9.5% |
Q2 2022 | $2,077,000 | -10.8% | 12,714 | +6.2% | 1.50% | -2.5% |
Q1 2022 | $2,328,000 | +1.6% | 11,973 | +6.0% | 1.54% | +11.7% |
Q4 2021 | $2,292,000 | +40.7% | 11,294 | +30.3% | 1.38% | +37.8% |
Q3 2021 | $1,629,000 | -4.3% | 8,668 | -0.0% | 1.00% | -3.4% |
Q2 2021 | $1,703,000 | +15.9% | 8,669 | +11.7% | 1.04% | +8.7% |
Q1 2021 | $1,469,000 | +46.9% | 7,763 | +31.9% | 0.95% | +35.8% |
Q4 2020 | $1,000,000 | +18.9% | 5,884 | +1.2% | 0.70% | +17.2% |
Q3 2020 | $841,000 | +10.2% | 5,812 | -1.1% | 0.60% | +3.8% |
Q2 2020 | $763,000 | -12.1% | 5,876 | -25.4% | 0.58% | -22.0% |
Q1 2020 | $868,000 | +361.7% | 7,872 | +544.2% | 0.74% | +504.9% |
Q4 2019 | $188,000 | – | 1,222 | – | 0.12% | – |
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% |