VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,350,051 | -8.6% | 17,182 | -3.6% | 1.46% | -8.2% |
| Q2 2023 | $3,664,013 | +11.1% | 17,827 | +3.0% | 1.59% | +1.7% |
| Q1 2023 | $3,298,899 | -9.2% | 17,316 | -13.0% | 1.57% | -10.7% |
| Q4 2022 | $3,633,706 | -40.3% | 19,895 | -36.5% | 1.75% | -30.0% |
| Q1 2022 | $6,091,000 | +18.3% | 31,319 | +14.4% | 2.50% | -4.9% |
| Q3 2021 | $5,150,000 | +7.8% | 27,380 | +12.6% | 2.63% | +0.3% |
| Q2 2021 | $4,777,000 | +20.9% | 24,317 | +16.5% | 2.62% | -7.5% |
| Q1 2021 | $3,950,000 | +27.9% | 20,872 | +14.9% | 2.84% | +7.3% |
| Q4 2020 | $3,088,000 | – | 18,164 | – | 2.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 158,296 | $23,383,000 | 8.54% |
| Beacon Capital Management, Inc. | 1,370,305 | $202,421,000 | 8.28% |
| Invst, LLC | 45,231 | $6,717,000 | 3.42% |
| Madden Advisory Services, Inc. | 19,922 | $2,942,000 | 1.78% |
| RAND WEALTH, LLC | 75,267 | $11,118,000 | 1.24% |
| NORTHERN CAPITAL MANAGEMENT LLC | 33,503 | $4,949,000 | 1.14% |
| FIRST FINANCIAL CORP /IN/ | 11,733 | $1,733,000 | 1.14% |
| Visionary Asset Management, Inc. | 23,352 | $3,449,000 | 1.11% |
| NewFocus Financial Group, LLC | 13,242 | $1,956,000 | 1.06% |
| CABOT WEALTH MANAGEMENT INC | 30,118 | $4,449,000 | 0.95% |