LAKE STREET PRIVATE WEALTH, LLC - VANGUARD WORLD FDS ownership

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
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q4 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders