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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 7,256 | 0.0% | 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 | $260,000 | – | 2,163 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
D'Orazio & Associates, Inc. | 158,296 | $23,383,000 | 8.54% |
Beacon Capital Management, Inc. | 1,370,305 | $202,421,000 | 8.28% |
Invst, LLC | 45,231 | $6,717,000 | 3.42% |
Madden Advisory Services, Inc. | 19,922 | $2,942,000 | 1.78% |
RAND WEALTH, LLC | 75,267 | $11,118,000 | 1.24% |
NORTHERN CAPITAL MANAGEMENT LLC | 33,503 | $4,949,000 | 1.14% |
FIRST FINANCIAL CORP /IN/ | 11,733 | $1,733,000 | 1.14% |
Visionary Asset Management, Inc. | 23,352 | $3,449,000 | 1.11% |
NewFocus Financial Group, LLC | 13,242 | $1,956,000 | 1.06% |
CABOT WEALTH MANAGEMENT INC | 30,118 | $4,449,000 | 0.95% |