Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 375 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is - 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 Q4 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders