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

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - 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 Q1 2022
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