Financial Planning & Information Services, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,431,571
-8.7%
8,298
-3.7%
0.27%
-8.0%
Q2 2023$1,568,763
-3.5%
8,621
-5.7%
0.29%
-8.3%
Q1 2023$1,626,164
-11.6%
9,145
-15.4%
0.32%
-19.2%
Q4 2022$1,839,522
+5.1%
10,808
-8.4%
0.39%
-8.0%
Q3 2022$1,751,000
-16.8%
11,796
-10.2%
0.42%
-17.3%
Q2 2022$2,104,000
-27.6%
13,131
-12.3%
0.51%
-21.0%
Q1 2022$2,906,000
-15.4%
14,978
-14.1%
0.65%
-23.2%
Q4 2021$3,434,000
+2.8%
17,440
-9.6%
0.84%
-7.0%
Q3 2021$3,341,000
-15.7%
19,285
-12.0%
0.91%
-21.7%
Q2 2021$3,961,000
-16.0%
21,910
-19.7%
1.16%
-19.7%
Q1 2021$4,717,000
-42.2%
27,273
-47.5%
1.44%
-47.4%
Q4 2020$8,154,000
+13.3%
51,943
-2.8%
2.74%
-1.9%
Q3 2020$7,197,000
+9.6%
53,462
-1.8%
2.80%
+1.6%
Q2 2020$6,565,000
+25.1%
54,421
-0.2%
2.76%
+1.0%
Q1 2020$5,246,000
-26.0%
54,513
+3.2%
2.73%
-3.2%
Q4 2019$7,087,000
+4.7%
52,835
-1.4%
2.82%
-1.7%
Q3 2019$6,772,000
-3.8%
53,585
-2.4%
2.87%
-5.9%
Q2 2019$7,038,000
+0.9%
54,900
-3.2%
3.05%
-1.9%
Q1 2019$6,978,000
+9.7%
56,690
-1.2%
3.11%
-1.2%
Q4 2018$6,359,000
-29.3%
57,376
-16.4%
3.14%
-9.5%
Q3 2018$8,996,000
-10.0%
68,617
-9.7%
3.48%
-6.9%
Q2 2018$9,996,000
+2.8%
75,981
+0.7%
3.73%
+9.5%
Q1 2018$9,723,000
-5.3%
75,429
+0.4%
3.41%
-2.2%
Q4 2017$10,266,000
+6.0%
75,100
-0.3%
3.49%
+2.0%
Q3 2017$9,684,000
+5.5%
75,351
-0.1%
3.42%
+3.5%
Q2 2017$9,175,000
+2.0%
75,455
-0.2%
3.30%
-0.4%
Q1 2017$8,996,000
+4.8%
75,637
-1.0%
3.31%
-0.7%
Q4 2016$8,587,000
+6.6%
76,366
+1.3%
3.33%
+0.6%
Q3 2016$8,058,000
+6.2%
75,363
+1.8%
3.32%
-4.7%
Q2 2016$7,585,000
+2.8%
74,048
-1.5%
3.48%
-8.2%
Q1 2016$7,379,000
+6.3%
75,155
+2.0%
3.79%
-4.4%
Q4 2015$6,942,000
+8.4%
73,706
+0.5%
3.96%
-1.6%
Q3 2015$6,407,000
-17.8%
73,362
+1.3%
4.03%
-13.6%
Q2 2015$7,796,000
+0.4%
72,417
+1.2%
4.67%
-6.8%
Q1 2015$7,767,000
-1.3%
71,551
-0.7%
5.01%
-8.2%
Q4 2014$7,869,0000.0%72,022
+0.8%
5.46%0.0%
Q3 2014$7,869,000
-2.3%
71,417
-0.9%
5.46%
+0.5%
Q2 2014$8,058,000
+2.1%
72,098
-2.9%
5.43%
-1.3%
Q1 2014$7,894,000
-0.1%
74,259
-3.0%
5.50%
-1.8%
Q4 2013$7,901,00076,5225.60%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders