Avion Wealth - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 333 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - 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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,197,741$167,564,0007.62%
D'Orazio & Associates, Inc. 149,527$20,919,0006.20%
BRANDYWINE OAK PRIVATE WEALTH LLC 125,058$17,495,0003.65%
STARR INTERNATIONAL CO INC 35,000$4,897,0001.95%
FIRST FINANCIAL CORP /IN/ 16,817$2,353,0001.76%
Madden Advisory Services, Inc. 19,197$2,685,0001.44%
Ameritas Investment Company, LLC 48,990$6,854,0001.27%
Private Wealth Advisors, LLC 10,950$1,532,0001.04%
NewFocus Financial Group, LLC 11,489$1,607,0000.80%
Ledyard National Bank 43,027$6,019,0000.80%
View complete list of VANGUARD WORLD FDS shareholders