LAKE STREET PRIVATE WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 384 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$317,818
-3.7%
1,3510.0%0.04%
-10.9%
Q1 2024$329,883
+11.0%
1,351
+0.1%
0.05%
-2.1%
Q4 2023$297,283
+13.1%
1,349
+0.6%
0.05%0.0%
Q3 2023$262,949
-4.3%
1,341
+0.3%
0.05%
-2.1%
Q2 2023$274,892
+7.9%
1,3370.0%0.05%0.0%
Q1 2023$254,804
+4.6%
1,337
+0.2%
0.05%
-4.0%
Q4 2022$243,705
+16.0%
1,334
+0.3%
0.05%
+4.2%
Q3 2022$210,000
-3.2%
1,3300.0%0.05%
+4.3%
Q2 2022$217,000
-16.2%
1,3300.0%0.05%
-2.1%
Q1 2022$259,000
-4.1%
1,3300.0%0.05%0.0%
Q4 2021$270,000
+8.0%
1,3300.0%0.05%
-23.0%
Q3 2021$250,000
-4.9%
1,3300.0%0.06%
-9.0%
Q2 2021$263,000
+1.5%
1,330
-3.0%
0.07%
-6.9%
Q1 2021$259,000
+11.6%
1,371
+0.6%
0.07%
+7.5%
Q4 2020$232,0001,3630.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Tatro Capital, LLC 24,657$2,720,0004.86%
Beacon Capital Management, Inc. 745,053$82,187,0004.42%
STARR INTERNATIONAL CO INC 35,000$3,861,0002.78%
BRANDYWINE OAK PRIVATE WEALTH LLC 89,786$9,624,0001.99%
Keebeck Wealth Management, LLC 36,905$4,070,0001.69%
FIRST FINANCIAL CORP /IN/ 15,228$1,680,0001.54%
Madden Advisory Services, Inc. 19,007$2,096,0001.45%
Axiom Financial Strategies, LLC 14,221$1,569,0001.27%
Centered Wealth LLC dba Miller Equity Capital Advisors 6,090$672,0001.26%
tru Independence LLC 47,292$5,908,0000.96%
View complete list of VANGUARD WORLD FDS shareholders