tru Independence LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
tru Independence LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,031,100
-6.1%
5,288
-1.1%
0.36%
-1.4%
Q2 2023$1,098,509
+7.7%
5,345
-0.1%
0.36%
+10.0%
Q1 2023$1,019,565
-3.6%
5,352
-7.6%
0.33%
-4.1%
Q4 2022$1,058,039
+16.9%
5,793
+0.9%
0.34%
+7.2%
Q3 2022$905,000
-9.9%
5,744
-6.5%
0.32%
-0.9%
Q2 2022$1,004,000
-23.3%
6,144
-8.7%
0.32%
-9.0%
Q1 2022$1,309,000
-8.9%
6,732
-5.0%
0.36%
-9.4%
Q4 2021$1,437,000
+7.4%
7,083
-0.5%
0.39%
+4.8%
Q3 2021$1,338,000
-3.8%
7,119
-3.1%
0.37%
+42.2%
Q1 2021$1,391,000
-75.6%
7,349
-80.2%
0.26%
-68.1%
Q2 2020$5,702,000
-3.5%
37,052
-21.7%
0.82%
-14.3%
Q1 2020$5,908,000
+449.1%
47,292
+384.6%
0.96%
+521.3%
Q4 2019$1,076,0009,7580.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders