Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 485 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$141,953
+3.5%
1,113
+15.3%
0.01%0.0%
Q2 2023$137,126
+11.7%
965
+15.8%
0.01%0.0%
Q1 2023$122,813
-5.7%
833
-2.0%
0.01%
-12.5%
Q4 2022$130,287
+11.4%
850
+2.7%
0.01%0.0%
Q3 2022$117,000
-42.1%
828
-36.0%
0.01%
-20.0%
Q2 2022$202,000
-5.6%
1,294
-2.3%
0.01%
+11.1%
Q1 2022$214,000
-22.5%
1,325
-25.0%
0.01%
-18.2%
Q4 2021$276,000
+24.3%
1,767
+10.8%
0.01%
+22.2%
Q3 2021$222,000
-7.9%
1,595
-7.3%
0.01%0.0%
Q2 2021$241,000
-81.8%
1,721
-81.0%
0.01%
-75.7%
Q1 2021$1,321,000
+280.7%
9,064
-7.8%
0.04%
+164.3%
Q4 2020$347,000
-87.1%
9,836
-53.2%
0.01%
-89.9%
Q3 2020$2,681,000
+2.3%
21,020
-3.1%
0.14%
-4.8%
Q2 2020$2,621,000
+1.5%
21,694
+2.8%
0.15%
-15.6%
Q1 2020$2,582,000
-16.1%
21,101
-2.5%
0.17%
+5.5%
Q4 2019$3,078,000
-1.6%
21,638
-0.9%
0.16%
-12.3%
Q3 2019$3,129,000
+8.9%
21,825
+1.0%
0.19%
+5.1%
Q2 2019$2,872,000
+1444.1%
21,606
+1404.6%
0.18%
+1383.3%
Q1 2019$186,000
-3.1%
1,436
-12.2%
0.01%
-14.3%
Q4 2018$192,000
+10.3%
1,635
+10.2%
0.01%
+16.7%
Q3 2018$174,000
+596.0%
1,483
+562.1%
0.01%
+500.0%
Q2 2018$25,000
-58.3%
224
-58.8%
0.00%
-60.0%
Q1 2018$60,0000.0%544
+4.8%
0.01%0.0%
Q4 2017$60,0000.0%5190.0%0.01%
-16.7%
Q3 2017$60,000
+1.7%
5190.0%0.01%0.0%
Q2 2017$59,000
+25.5%
519
+23.9%
0.01%
+20.0%
Q1 2017$47,000
+6.8%
4190.0%0.01%
-16.7%
Q4 2016$44,0000.0%4190.0%0.01%0.0%
Q3 2016$44,000
-6.4%
4190.0%0.01%
-14.3%
Q2 2016$47,000
+4.4%
4190.0%0.01%0.0%
Q1 2016$45,0004190.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders