VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $674,631 | +10.6% | 3,460 | +16.5% | 0.01% | +11.1% |
Q2 2023 | $610,219 | +7.9% | 2,969 | 0.0% | 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% | 1,513 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $294,000 | -12.2% | 1,513 | -8.3% | 0.00% | 0.0% |
Q4 2021 | $335,000 | +8.1% | 1,650 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $310,000 | -4.3% | 1,650 | 0.0% | 0.00% | -20.0% |
Q2 2021 | $324,000 | +3.8% | 1,650 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $312,000 | +11.4% | 1,650 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $280,000 | +17.2% | 1,650 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $239,000 | +12.2% | 1,650 | -14.4% | 0.00% | -33.3% |
Q1 2020 | $213,000 | -28.3% | 1,927 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $297,000 | +12.5% | 1,927 | +6.5% | 0.01% | +20.0% |
Q3 2019 | $264,000 | – | 1,810 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |