EPG Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$24,088
-4.8%
124
+0.8%
0.01%0.0%
Q2 2023$25,305
+7.9%
1230.0%0.01%0.0%
Q1 2023$23,456
+4.6%
1230.0%0.01%
-22.2%
Q4 2022$22,414
+18.0%
123
+0.8%
0.01%
+12.5%
Q3 2022$19,000
-20.8%
122
+0.8%
0.01%0.0%
Q1 2022$24,000
-4.0%
1210.0%0.01%
-11.1%
Q4 2021$25,000
+8.7%
121
+0.8%
0.01%0.0%
Q3 2021$23,0001200.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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