SteelPeak Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 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 Q3 2021
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