One Charles Private Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$697,638
+1.5%
3,578
+7.0%
0.41%
+2.3%
Q2 2023$687,292
+28.4%
3,344
+19.0%
0.40%
+20.2%
Q1 2023$535,143
+11.4%
2,809
+6.8%
0.33%
+6.8%
Q4 2022$480,343
+25.7%
2,630
+8.5%
0.31%
+22.9%
Q3 2022$382,000
+4.7%
2,425
+34.7%
0.25%
+22.2%
Q4 2021$365,0001,8000.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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