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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,464,495 | -22.7% | 7,511 | -18.5% | 0.48% | +30.8% |
Q2 2023 | $1,893,548 | +4.4% | 9,213 | -3.3% | 0.37% | 0.0% |
Q1 2023 | $1,814,417 | -8.5% | 9,524 | -12.3% | 0.37% | -12.9% |
Q4 2022 | $1,983,653 | +25.3% | 10,861 | +8.1% | 0.42% | +14.9% |
Q3 2022 | $1,583,000 | +70.4% | 10,049 | +76.7% | 0.37% | +95.8% |
Q2 2022 | $929,000 | +52.3% | 5,688 | +81.2% | 0.19% | +85.3% |
Q1 2022 | $610,000 | -40.8% | 3,139 | -38.2% | 0.10% | -38.2% |
Q4 2021 | $1,031,000 | +20.3% | 5,082 | +11.4% | 0.16% | -25.0% |
Q3 2021 | $857,000 | -24.6% | 4,562 | -21.2% | 0.22% | -24.9% |
Q2 2021 | $1,137,000 | +31.3% | 5,789 | +26.6% | 0.29% | -1.0% |
Q1 2021 | $866,000 | +64.6% | 4,574 | +47.7% | 0.30% | +166.7% |
Q4 2020 | $526,000 | +56.5% | 3,096 | +33.2% | 0.11% | -25.5% |
Q3 2020 | $336,000 | +24.9% | 2,324 | +12.4% | 0.15% | +6.4% |
Q2 2020 | $269,000 | +20.6% | 2,068 | +2.4% | 0.14% | -4.1% |
Q1 2020 | $223,000 | -73.5% | 2,019 | -63.1% | 0.15% | -72.6% |
Q4 2019 | $843,000 | – | 5,478 | – | 0.53% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |