SteelPeak Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 255 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$1,101,000
-6.1%
5,661
-2.0%
0.06%
-6.1%
Q4 2021$1,172,000
+5.8%
5,777
-2.0%
0.07%
-9.6%
Q3 2021$1,108,000
-14.1%
5,896
-10.2%
0.07%
-18.9%
Q2 2021$1,290,000
+0.1%
6,565
-3.6%
0.09%
-10.9%
Q1 2021$1,289,000
+10.9%
6,810
-0.4%
0.10%
-4.7%
Q4 2020$1,162,000
+17.8%
6,836
+0.3%
0.11%0.0%
Q3 2020$986,000
+19.5%
6,813
+7.3%
0.11%
+1.9%
Q2 2020$825,000
+21.3%
6,351
+3.0%
0.10%
-2.8%
Q1 2020$680,000
-21.8%
6,166
+9.0%
0.11%
-10.8%
Q4 2019$870,0005,6570.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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