SteelPeak Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 323 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

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 Q2 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders