Advisor OS, LLC - 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
Advisor OS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$591,000
-32.6%
2,910
-37.6%
0.12%
-36.6%
Q3 2021$877,000
-20.2%
4,666
-16.6%
0.19%
-16.2%
Q2 2021$1,099,000
+26.3%
5,596
+21.8%
0.23%
+15.7%
Q1 2021$870,000
-67.4%
4,596
-75.0%
0.20%
-82.4%
Q3 2020$2,667,00018,3891.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders