Clear Perspectives Financial Planning, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 383 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$19,051
-47.8%
100
-50.0%
0.01%
-42.1%
Q4 2022$36,528
-64.2%
200
-69.2%
0.02%
-62.0%
Q3 2022$102,000
-22.1%
650
-18.8%
0.05%
-2.0%
Q2 2022$131,000
-16.0%
8000.0%0.05%
-13.6%
Q1 2022$156,000
-3.7%
8000.0%0.06%
-10.6%
Q4 2021$162,000
+8.0%
8000.0%0.07%
-2.9%
Q3 2021$150,000
-4.5%
8000.0%0.07%
-10.5%
Q2 2021$157,000
+18.9%
800
+14.3%
0.08%0.0%
Q1 2021$132,000
+10.9%
7000.0%0.08%
+1.3%
Q4 2020$119,0007000.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 153,258$18,454,0006.06%
Spearhead Capital Advisors, LLC 69,446$8,554,0003.67%
Polianta Ltd 51,800$6,237,0003.10%
BRANDYWINE OAK PRIVATE WEALTH LLC 107,660$13,114,0002.95%
FIRST FINANCIAL CORP /IN/ 16,196$1,950,0001.57%
Madden Advisory Services, Inc. 18,884$2,273,0001.37%
NORTHERN CAPITAL MANAGEMENT LLC 35,833$4,315,0001.16%
Private Wealth Advisors, LLC 10,656$1,283,0001.04%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,373$1,249,0001.01%
Kingsview Wealth Management, LLC 30,851$3,715,0000.81%
View complete list of VANGUARD WORLD FDS shareholders