WEALTH ADVISORS, INC. - 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
WEALTH ADVISORS, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$277,262
-18.0%
1,422
-12.3%
0.12%
-13.9%
Q2 2023$338,009
-3.9%
1,622
-13.8%
0.14%
-13.8%
Q1 2023$351,576
-22.8%
1,882
-24.5%
0.17%
-31.0%
Q4 2022$455,139
-14.8%
2,492
-26.5%
0.24%
-11.0%
Q3 2022$534,000
-3.6%
3,3920.0%0.27%
+1.1%
Q2 2022$554,000
-16.1%
3,3920.0%0.27%
+12.6%
Q1 2022$660,000
-7.9%
3,392
-4.0%
0.24%
-4.0%
Q4 2021$717,000
-0.1%
3,532
-6.7%
0.25%
-11.4%
Q3 2021$718,000
-11.1%
3,787
-8.1%
0.28%
-4.4%
Q2 2021$808,000
+5.6%
4,120
+3.1%
0.29%
-3.3%
Q1 2021$765,000
+50.6%
3,995
+33.6%
0.30%
+35.7%
Q4 2020$508,000
+134.1%
2,990
+109.1%
0.22%
+121.8%
Q3 2020$217,000
-16.2%
1,430
-12.3%
0.10%
-31.8%
Q4 2019$259,0001,6300.15%
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