Keebeck Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
Keebeck Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,482,381
-5.7%
22,910
-0.6%
0.78%
+19.6%
Q2 2023$4,753,191
+8.2%
23,048
-0.0%
0.65%
-7.8%
Q1 2023$4,392,589
+4.3%
23,0570.0%0.71%
-4.2%
Q4 2022$4,211,130
+13.6%
23,057
-1.6%
0.74%
+3.4%
Q3 2022$3,708,000
-5.8%
23,436
-2.8%
0.72%
-4.9%
Q2 2022$3,937,000
-19.8%
24,105
-4.6%
0.75%
-7.6%
Q1 2022$4,912,000
-4.2%
25,2580.0%0.81%
-11.0%
Q4 2021$5,126,000
+3.9%
25,258
-3.5%
0.92%
-6.0%
Q3 2021$4,933,000
-4.0%
26,1680.0%0.97%
+31.3%
Q2 2021$5,141,000
+17.9%
26,168
+13.6%
0.74%
+9.5%
Q1 2021$4,361,000
-3.5%
23,040
-13.4%
0.68%
-14.0%
Q4 2020$4,521,000
+17.4%
26,5960.0%0.79%
-1.0%
Q3 2020$3,850,000
+10.2%
26,596
-1.1%
0.80%
-28.1%
Q2 2020$3,493,000
-14.2%
26,888
-27.1%
1.10%
-34.7%
Q1 2020$4,070,000
-28.3%
36,9050.0%1.69%
-5.9%
Q4 2019$5,678,00036,9051.80%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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