Birchcreek Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 325 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,227,789
-6.2%
6,297
-1.2%
0.83%
-9.0%
Q2 2023$1,309,637
+14.1%
6,372
+5.7%
0.91%
+0.7%
Q1 2023$1,148,204
+0.5%
6,027
-3.6%
0.91%
-10.6%
Q4 2022$1,142,231
+30.5%
6,254
+12.7%
1.02%
+25.3%
Q3 2022$875,000
+6.1%
5,551
+9.9%
0.81%
+9.4%
Q2 2022$825,000
-6.6%
5,051
+11.2%
0.74%
-5.2%
Q1 2022$883,000
-8.8%
4,543
-4.8%
0.78%
-7.3%
Q4 2021$968,000
-3.1%
4,771
-10.3%
0.84%
-9.4%
Q3 2021$999,000
-3.5%
5,317
+0.9%
0.93%
-6.5%
Q2 2021$1,035,000
+3.0%
5,270
-0.8%
1.00%
-6.2%
Q1 2021$1,005,000
-15.3%
5,310
-23.9%
1.06%
-8.7%
Q4 2020$1,186,0006,9771.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders