SteelPeak Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 317 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.57 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 Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,197,741$167,564,0007.62%
D'Orazio & Associates, Inc. 149,527$20,919,0006.20%
BRANDYWINE OAK PRIVATE WEALTH LLC 125,058$17,495,0003.65%
STARR INTERNATIONAL CO INC 35,000$4,897,0001.95%
FIRST FINANCIAL CORP /IN/ 16,817$2,353,0001.76%
Madden Advisory Services, Inc. 19,197$2,685,0001.44%
Ameritas Investment Company, LLC 48,990$6,854,0001.27%
Private Wealth Advisors, LLC 10,950$1,532,0001.04%
NewFocus Financial Group, LLC 11,489$1,607,0000.80%
Ledyard National Bank 43,027$6,019,0000.80%
View complete list of VANGUARD WORLD FDS shareholders