LIBERTY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 323 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

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 Q2 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders