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 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
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 Q3 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders