Stonebridge Financial Planning Group, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$534,245
-5.1%
2,7400.0%0.34%0.0%
Q2 2023$563,152
+15.2%
2,740
+6.8%
0.34%
+8.9%
Q1 2023$488,658
+4.3%
2,5650.0%0.32%
+1.0%
Q4 2022$468,472
+16.0%
2,5650.0%0.31%
+10.2%
Q3 2022$404,000
-5.4%
2,565
-1.9%
0.28%
-2.4%
Q2 2022$427,000
-23.5%
2,615
-8.9%
0.29%
-7.1%
Q1 2022$558,000
+1.3%
2,870
-2.4%
0.31%
+8.0%
Q4 2021$551,000
-8.2%
2,940
-0.7%
0.29%
-1.4%
Q3 2021$600,000
+2.2%
2,9600.0%0.29%
-5.8%
Q2 2021$587,000
+33.4%
2,960
+30.7%
0.31%
+21.0%
Q1 2021$440,000
+52.8%
2,265
+33.6%
0.26%
+41.2%
Q4 2020$288,000
+17.6%
1,695
+6.3%
0.18%
+3.4%
Q3 2020$245,000
+7.9%
1,595
-8.6%
0.18%
-8.8%
Q2 2020$227,000
-7.0%
1,745
-16.7%
0.19%
-20.6%
Q1 2020$244,000
-27.8%
2,095
-4.6%
0.24%
-20.6%
Q4 2019$338,000–2,195–0.31%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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