Realta Investment Advisors - VANGUARD WORLD FDS ownership

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
Realta Investment Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$18,5950.0%900.0%0.00%0.0%
Q2 2023$18,595
+12.8%
900.0%0.00%0.0%
Q4 2022$16,488
-41.1%
90
-50.0%
0.00%
-42.9%
Q3 2022$28,000
-96.1%
180
-95.1%
0.01%
-95.1%
Q1 2022$714,000
+138.0%
3,673
+148.2%
0.14%
+115.2%
Q4 2021$300,000
+16.7%
1,480
+8.3%
0.07%
+8.2%
Q3 2021$257,000
+0.8%
1,367
+5.4%
0.06%
+1.7%
Q2 2021$255,000
+8.1%
1,297
+3.8%
0.06%
-3.2%
Q1 2021$236,000
+637.5%
1,249
+509.3%
0.06%
+588.9%
Q4 2019$32,000
+6.7%
205
+0.5%
0.01%
+12.5%
Q3 2019$30,0000.0%2040.0%0.01%0.0%
Q2 2019$30,000
+7.1%
204
+0.5%
0.01%
-38.5%
Q1 2019$28,0002030.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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