Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$762,435
-4.1%
3,910
+1.1%
0.06%
-5.9%
Q2 2023$794,968
+4.6%
3,868
-3.0%
0.07%
-4.2%
Q1 2023$759,736
+8.7%
3,988
+4.2%
0.07%0.0%
Q4 2022$699,053
-39.7%
3,827
-47.7%
0.07%
+7.6%
Q3 2022$1,159,000
-2.5%
7,322
+0.9%
0.07%
-2.9%
Q2 2022$1,189,000
-15.8%
7,2560.0%0.07%
-1.4%
Q1 2022$1,412,000
+120.6%
7,256
+129.3%
0.07%
+9.5%
Q4 2021$640,000
+35.6%
3,165
+32.4%
0.06%
+28.6%
Q2 2021$472,000
+22.0%
2,391
+17.1%
0.05%
-5.8%
Q1 2021$387,000
+48.3%
2,042
+33.1%
0.05%
+36.8%
Q4 2020$261,000
+19.7%
1,534
+2.1%
0.04%
+5.6%
Q3 2020$218,000
-5.2%
1,502
-15.4%
0.04%
-14.3%
Q2 2020$230,000
-21.2%
1,775
-6.4%
0.04%
-4.5%
Q4 2019$292,000
+3.2%
1,897
-1.7%
0.04%
-25.4%
Q3 2019$283,000
+7.2%
1,930
+6.5%
0.06%
+68.6%
Q2 2019$264,000
-16.5%
1,812
-20.1%
0.04%
-50.0%
Q1 2019$316,000
+21.5%
2,269
+4.9%
0.07%0.0%
Q4 2018$260,0002,1630.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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