VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 377 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $612,000 | – | 3,982 | – | 0.20% | – |
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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% |