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

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 375 filers reported holding VANGUARD WORLD FDS in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders