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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,949 | -4.3% | 1,341 | +0.3% | 0.05% | -2.1% |
| Q2 2023 | $274,892 | +7.9% | 1,337 | 0.0% | 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% | 1,330 | 0.0% | 0.05% | +4.3% |
| Q2 2022 | $217,000 | -16.2% | 1,330 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $259,000 | -4.1% | 1,330 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $270,000 | +8.0% | 1,330 | 0.0% | 0.05% | -23.0% |
| Q3 2021 | $250,000 | -4.9% | 1,330 | 0.0% | 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 | $232,000 | – | 1,363 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
| Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
| PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
| STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
| Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
| Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
| Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
| Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
| Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
| Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |