Concord Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - 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 Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders