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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,530 | +0.6% | 1,000 | -6.7% | 0.06% | -4.8% |
| Q1 2023 | $204,227 | -1.8% | 1,072 | 0.0% | 0.06% | +5.0% |
| Q1 2022 | $208,000 | -4.6% | 1,072 | 0.0% | 0.06% | +1.7% |
| Q4 2021 | $218,000 | +8.5% | 1,072 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $201,000 | -5.2% | 1,072 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $212,000 | +5.0% | 1,072 | 0.0% | 0.06% | -10.6% |
| Q1 2021 | $202,000 | +11.0% | 1,072 | 0.0% | 0.07% | +8.2% |
| Q4 2020 | $182,000 | -28.6% | 1,072 | -35.3% | 0.06% | -47.4% |
| Q4 2019 | $255,000 | – | 1,658 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 158,296 | $23,383,000 | 8.54% |
| Beacon Capital Management, Inc. | 1,370,305 | $202,421,000 | 8.28% |
| Invst, LLC | 45,231 | $6,717,000 | 3.42% |
| Madden Advisory Services, Inc. | 19,922 | $2,942,000 | 1.78% |
| RAND WEALTH, LLC | 75,267 | $11,118,000 | 1.24% |
| NORTHERN CAPITAL MANAGEMENT LLC | 33,503 | $4,949,000 | 1.14% |
| FIRST FINANCIAL CORP /IN/ | 11,733 | $1,733,000 | 1.14% |
| Visionary Asset Management, Inc. | 23,352 | $3,449,000 | 1.11% |
| NewFocus Financial Group, LLC | 13,242 | $1,956,000 | 1.06% |
| CABOT WEALTH MANAGEMENT INC | 30,118 | $4,449,000 | 0.95% |