Regent Peak Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$205,530
+0.6%
1,000
-6.7%
0.06%
-4.8%
Q1 2023$204,227
-1.8%
1,0720.0%0.06%
+5.0%
Q1 2022$208,000
-4.6%
1,0720.0%0.06%
+1.7%
Q4 2021$218,000
+8.5%
1,0720.0%0.06%
+1.7%
Q3 2021$201,000
-5.2%
1,0720.0%0.06%
-1.7%
Q2 2021$212,000
+5.0%
1,0720.0%0.06%
-10.6%
Q1 2021$202,000
+11.0%
1,0720.0%0.07%
+8.2%
Q4 2020$182,000
-28.6%
1,072
-35.3%
0.06%
-47.4%
Q4 2019$255,0001,6580.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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