CAROLINAS WEALTH CONSULTING LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$24,143
+8.3%
1170.0%0.01%0.0%
Q1 2023$22,303
+4.6%
1170.0%0.01%0.0%
Q4 2022$21,312
+18.4%
117
+0.9%
0.01%0.0%
Q3 2022$18,000
-5.3%
1160.0%0.01%0.0%
Q2 2022$19,000
-13.6%
116
+0.9%
0.01%0.0%
Q1 2022$22,000
-4.3%
1150.0%0.01%0.0%
Q4 2021$23,000
+4.5%
1150.0%0.01%0.0%
Q3 2021$22,0000.0%115
+0.9%
0.01%0.0%
Q2 2021$22,0000.0%1140.0%0.01%0.0%
Q1 2021$22,000
+15.8%
1140.0%0.01%0.0%
Q4 2020$19,000
+18.8%
114
+0.9%
0.01%0.0%
Q3 2020$16,000
+6.7%
1130.0%0.01%
-16.7%
Q2 2020$15,000
+25.0%
113
+0.9%
0.01%0.0%
Q1 2020$12,0001120.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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