Avion Wealth - VANGUARD WORLD FDS ownership

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
Avion Wealth ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$60.0%310.0%0.00%0.0%
Q2 2023$6
+20.0%
310.0%0.00%
+100.0%
Q1 2023$5
+25.0%
31
+3.3%
0.00%0.0%
Q4 2022$4
-99.9%
300.0%0.00%
-50.0%
Q3 2022$5,0000.0%300.0%0.00%0.0%
Q2 2022$5,000
-16.7%
300.0%0.00%0.0%
Q1 2022$6,0000.0%300.0%0.00%0.0%
Q4 2021$6,0000.0%300.0%0.00%0.0%
Q3 2021$6,0000.0%300.0%0.00%0.0%
Q2 2021$6,0000.0%300.0%0.00%0.0%
Q1 2021$6,000
+20.0%
300.0%0.00%0.0%
Q4 2020$5,000
+25.0%
300.0%0.00%
+100.0%
Q3 2020$4,0000.0%300.0%0.00%0.0%
Q2 2020$4,000
+33.3%
300.0%0.00%0.0%
Q1 2020$3,000300.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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