Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$17,158
-38.2%
88
-34.8%
0.00%
-33.3%
Q2 2023$27,747
+1.9%
135
-5.6%
0.01%
-25.0%
Q1 2023$27,243
-47.5%
143
-49.6%
0.01%
-50.0%
Q4 2022$51,870
+15.3%
284
+3.6%
0.02%
+33.3%
Q2 2022$45,000
-15.1%
2740.0%0.01%
-14.3%
Q1 2022$53,000
-41.1%
274
-38.1%
0.01%
-36.4%
Q4 2021$90,000
+800.0%
443
+720.4%
0.02%
+450.0%
Q3 2021$10,000
-64.3%
54
-62.2%
0.00%
-50.0%
Q2 2021$28,000
-60.6%
143
-62.1%
0.01%
-66.7%
Q1 2021$71,000
+3450.0%
377
+3670.0%
0.02%
+1100.0%
Q4 2020$2,000100.00%
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