Wealth Alliance - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$411,419
-6.5%
2,110
-1.4%
0.06%
-1.5%
Q2 2023$440,052
-3.1%
2,141
-10.2%
0.07%
-10.8%
Q1 2023$453,985
+3.4%
2,383
-0.9%
0.07%
-5.1%
Q4 2022$439,249
+15.3%
2,405
-0.5%
0.08%
+4.0%
Q3 2022$381,000
-2.6%
2,417
+1.1%
0.08%0.0%
Q2 2022$391,000
-16.3%
2,390
-0.3%
0.08%
-21.1%
Q1 2022$467,000
-3.3%
2,397
+0.8%
0.10%
-2.1%
Q4 2021$483,000
+8.1%
2,378
-0.2%
0.10%
-3.0%
Q3 2021$447,000
-4.9%
2,382
-0.4%
0.10%
-9.9%
Q2 2021$470,000
+20.8%
2,392
+16.4%
0.11%
+1.8%
Q1 2021$389,000
+33.7%
2,055
+20.0%
0.11%
+26.7%
Q4 2020$291,000
+24.9%
1,712
+6.3%
0.09%
+2.4%
Q3 2020$233,000
+9.9%
1,611
-1.2%
0.08%0.0%
Q2 2020$212,0001,6310.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders