Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$31,197
-5.1%
1600.0%0.00%0.0%
Q2 2023$32,885
+1338.5%
160
+1233.3%
0.00%
Q1 2023$2,286
-92.1%
12
-92.4%
0.00%
-100.0%
Q4 2022$28,857
+20.2%
1580.0%0.00%0.0%
Q3 2022$24,000
-53.8%
158
-50.5%
0.00%
-33.3%
Q2 2022$52,000
-16.1%
3190.0%0.00%0.0%
Q1 2022$62,000
-3.1%
3190.0%0.00%
+50.0%
Q4 2021$64,000
+6.7%
3190.0%0.00%0.0%
Q3 2021$60,000
-23.1%
319
-19.8%
0.00%
-33.3%
Q2 2021$78,000
-89.5%
398
-89.5%
0.00%
-85.7%
Q1 2021$741,000
+875.0%
3,783
-2.8%
0.02%
+600.0%
Q4 2020$76,000
+72.7%
3,891
+1155.2%
0.00%
+50.0%
Q3 2020$44,000
+15.8%
3100.0%0.00%0.0%
Q2 2020$38,000
+15.2%
310
+1.0%
0.00%0.0%
Q1 2020$33,000
-29.8%
3070.0%0.00%
-33.3%
Q4 2019$47,000
+6.8%
3070.0%0.00%0.0%
Q3 2019$44,0000.0%3070.0%0.00%0.0%
Q2 2019$44,000
+4.8%
3070.0%0.00%0.0%
Q1 2019$42,000
-8.7%
307
-20.7%
0.00%0.0%
Q4 2018$46,000
-19.3%
3870.0%0.00%
-25.0%
Q3 2018$57,000
+39.0%
387
+26.1%
0.00%
+33.3%
Q2 2018$41,000
-2.4%
3070.0%0.00%
-25.0%
Q1 2018$42,000
-23.6%
307
-20.7%
0.00%
-20.0%
Q4 2017$55,000
+7.8%
3870.0%0.01%0.0%
Q3 2017$51,000
+4.1%
3870.0%0.01%0.0%
Q2 2017$49,000
+32.4%
387
+26.1%
0.01%
+25.0%
Q1 2017$37,000
+2.8%
3070.0%0.00%
-20.0%
Q4 2016$36,000
+5.9%
3070.0%0.01%0.0%
Q3 2016$34,000
+6.2%
3070.0%0.01%0.0%
Q2 2016$32,000
+113.3%
307
+110.3%
0.01%
+150.0%
Q1 2016$15,0001460.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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