Regent Peak Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 376 filers reported holding VANGUARD WORLD FDS in Q1 2023. 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 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