Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 246 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,826,250
-6.2%
19,624
-1.1%
2.57%
+9.8%
Q2 2023$4,077,294
+5.1%
19,838
-2.6%
2.34%
+8.4%
Q1 2023$3,879,192
+4.8%
20,362
+0.4%
2.16%
-7.2%
Q4 2022$3,702,555
+15.3%
20,272
-0.5%
2.32%
+36.2%
Q3 2022$3,210,000
-26.5%
20,377
-23.8%
1.71%
-25.8%
Q2 2022$4,370,000
-10.0%
26,753
-1.7%
2.30%
-6.0%
Q1 2022$4,855,000
-10.9%
27,224
+1.4%
2.45%
-1.2%
Q4 2021$5,448,000
+12.2%
26,845
+3.9%
2.48%
+8.2%
Q3 2021$4,856,000
+19.3%
25,846
+24.7%
2.29%
+21.8%
Q2 2021$4,072,000
+77.4%
20,730
+71.0%
1.88%
+66.6%
Q1 2021$2,295,000
+21.6%
12,126
-7.0%
1.13%
-0.6%
Q4 2020$1,888,0000.0%13,0430.0%1.13%0.0%
Q3 2020$1,888,000
+13.7%
13,043
+2.0%
1.13%
+4.8%
Q2 2020$1,661,000
+5.9%
12,786
-10.1%
1.08%
-14.7%
Q1 2020$1,569,00014,2211.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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