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

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VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

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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$264,000–1,810–0.01%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders