N.E.W. Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$493,691
-12.2%
2,532
-7.4%
0.07%
-10.3%
Q2 2023$562,125
+3.1%
2,735
-4.4%
0.08%
-1.3%
Q1 2023$545,240
+3.4%
2,862
-0.9%
0.08%
-4.8%
Q4 2022$527,466
-9.2%
2,888
-21.7%
0.08%
-21.0%
Q3 2022$581,000
-3.8%
3,688
-0.2%
0.10%
-0.9%
Q2 2022$604,000
-22.8%
3,696
-10.7%
0.11%
-28.4%
Q1 2022$782,000
-4.6%
4,140
+2.4%
0.15%
+19.4%
Q4 2021$820,000
+10.4%
4,042
+2.1%
0.12%
+2.5%
Q3 2021$743,000
-9.2%
3,957
-4.9%
0.12%
-11.7%
Q2 2021$818,000
+3.7%
4,160
+0.5%
0.14%
-7.4%
Q1 2021$789,000
+18.1%
4,140
+5.0%
0.15%
+5.7%
Q4 2020$668,000
+39.5%
3,942
+19.9%
0.14%
+3.7%
Q3 2020$479,000
+0.8%
3,287
-10.1%
0.14%
-8.8%
Q2 2020$475,000
-22.4%
3,657
-8.2%
0.15%
-25.6%
Q4 2019$612,0003,9820.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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