Williams Jones Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 228 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$674,631
+10.6%
3,460
+16.5%
0.01%
+11.1%
Q2 2023$610,219
+7.9%
2,9690.0%0.01%0.0%
Q1 2023$565,624
+61.4%
2,969
+54.7%
0.01%
+50.0%
Q4 2022$350,486
+41.3%
1,919
+22.0%
0.01%
+50.0%
Q3 2022$248,000
+0.4%
1,573
+4.0%
0.00%0.0%
Q2 2022$247,000
-16.0%
1,5130.0%0.00%0.0%
Q1 2022$294,000
-12.2%
1,513
-8.3%
0.00%0.0%
Q4 2021$335,000
+8.1%
1,6500.0%0.00%0.0%
Q3 2021$310,000
-4.3%
1,6500.0%0.00%
-20.0%
Q2 2021$324,000
+3.8%
1,6500.0%0.01%0.0%
Q1 2021$312,000
+11.4%
1,6500.0%0.01%0.0%
Q4 2020$280,000
+17.2%
1,6500.0%0.01%
+25.0%
Q3 2020$239,000
+12.2%
1,650
-14.4%
0.00%
-33.3%
Q1 2020$213,000
-28.3%
1,9270.0%0.01%0.0%
Q4 2019$297,000
+12.5%
1,927
+6.5%
0.01%
+20.0%
Q3 2019$264,0001,8100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,197,741$167,564,0007.62%
D'Orazio & Associates, Inc. 149,527$20,919,0006.20%
BRANDYWINE OAK PRIVATE WEALTH LLC 125,058$17,495,0003.65%
STARR INTERNATIONAL CO INC 35,000$4,897,0001.95%
FIRST FINANCIAL CORP /IN/ 16,817$2,353,0001.76%
Madden Advisory Services, Inc. 19,197$2,685,0001.44%
Ameritas Investment Company, LLC 48,990$6,854,0001.27%
Private Wealth Advisors, LLC 10,950$1,532,0001.04%
NewFocus Financial Group, LLC 11,489$1,607,0000.80%
Ledyard National Bank 43,027$6,019,0000.80%
View complete list of VANGUARD WORLD FDS shareholders