RBA Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 375 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RBA Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$690,424
-8.3%
3,541
-3.4%
0.33%
-5.4%
Q2 2023$753,062
+9.1%
3,664
+1.2%
0.35%
+2.0%
Q1 2023$690,027
+7.6%
3,622
+3.1%
0.34%
+2.4%
Q4 2022$641,432
+19.7%
3,512
+3.3%
0.34%
+8.7%
Q3 2022$536,000
-5.0%
3,401
-1.4%
0.31%
-1.3%
Q2 2022$564,000
-16.3%
3,450
-0.5%
0.31%
-3.4%
Q1 2022$674,000
-4.8%
3,468
-0.6%
0.32%
-3.3%
Q4 2021$708,000
+24.9%
3,488
+4.5%
0.34%
-2.0%
Q4 2020$567,000
+22.7%
3,338
+4.5%
0.34%
+9.6%
Q3 2020$462,000
+13.0%
3,193
+1.5%
0.31%
+4.7%
Q2 2020$409,000
+23.2%
3,145
+4.6%
0.30%
+3.8%
Q1 2020$332,0003,0060.29%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders