VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,245 | -5.1% | 2,740 | 0.0% | 0.34% | 0.0% |
| Q2 2023 | $563,152 | +15.2% | 2,740 | +6.8% | 0.34% | +8.9% |
| Q1 2023 | $488,658 | +4.3% | 2,565 | 0.0% | 0.32% | +1.0% |
| Q4 2022 | $468,472 | +16.0% | 2,565 | 0.0% | 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% | 2,960 | 0.0% | 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 58,317 | $5,892,000 | 4.36% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 106,900 | $10,800,000 | 1.83% |
| Archford Capital Strategies, LLC | 34,857 | $3,522,000 | 1.60% |
| RAND WEALTH, LLC | 89,444 | $9,036,000 | 1.28% |
| CHATHAM CAPITAL GROUP, INC. | 24,596 | $2,485,000 | 0.80% |
| DUBUQUE BANK & TRUST CO | 35,713 | $3,608,000 | 0.76% |
| TRAIN BABCOCK ADVISORS LLC | 19,350 | $1,955,000 | 0.75% |
| Madden Advisory Services, Inc. | 10,724 | $1,083,000 | 0.71% |
| Hefty Wealth Partners | 7,129 | $720,000 | 0.69% |
| ASPIRIANT HOLDINGS S3, LLC | 9,393 | $949,000 | 0.41% |