LIBERTY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$51,000
-5.6%
273
-26.6%
0.02%
-14.3%
Q2 2021$54,000
+20.0%
372
+37.3%
0.02%
-4.5%
Q1 2021$45,0000.0%2710.0%0.02%0.0%
Q4 2020$45,000
-2.2%
271
-15.6%
0.02%
-18.5%
Q3 2020$46,000
+9.5%
321
+0.3%
0.03%
-10.0%
Q2 2020$42,000
+20.0%
320
+0.3%
0.03%
-3.2%
Q1 2020$35,000
-28.6%
319
+0.3%
0.03%
-20.5%
Q4 2019$49,000
+6.5%
318
+1.0%
0.04%
-11.4%
Q3 2019$46,0000.0%3150.0%0.04%
+10.0%
Q2 2019$46,000
+4.5%
3150.0%0.04%
+21.2%
Q1 2019$44,000
+18.9%
315
+0.6%
0.03%
+17.9%
Q4 2018$37,0003130.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders