Advisor OS, 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
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 Q4 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders