VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,598 | -4.8% | 1,337 | +0.4% | 0.19% | -1.6% |
| Q2 2023 | $273,752 | +7.9% | 1,332 | 0.0% | 0.19% | -9.0% |
| Q1 2023 | $253,747 | -10.1% | 1,332 | -13.8% | 0.21% | -16.3% |
| Q4 2022 | $282,362 | +17.2% | 1,546 | +0.9% | 0.25% | +4.1% |
| Q3 2022 | $241,000 | -3.6% | 1,532 | 0.0% | 0.24% | -0.8% |
| Q2 2022 | $250,000 | -25.6% | 1,532 | -11.3% | 0.24% | -14.4% |
| Q1 2022 | $336,000 | -4.0% | 1,728 | +0.3% | 0.28% | -2.4% |
| Q4 2021 | $350,000 | +8.7% | 1,722 | +0.6% | 0.29% | -5.8% |
| Q3 2021 | $322,000 | -25.5% | 1,711 | -22.1% | 0.31% | -19.1% |
| Q2 2021 | $432,000 | -4.6% | 2,197 | -8.2% | 0.38% | -6.6% |
| Q1 2021 | $453,000 | +93.6% | 2,392 | +73.3% | 0.41% | +62.9% |
| Q4 2020 | $234,000 | – | 1,380 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 58,317 | $5,892,000 | 4.36% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 106,900 | $10,800,000 | 1.83% |
| Archford Capital Strategies, LLC | 34,857 | $3,522,000 | 1.60% |
| RAND WEALTH, LLC | 89,444 | $9,036,000 | 1.28% |
| CHATHAM CAPITAL GROUP, INC. | 24,596 | $2,485,000 | 0.80% |
| DUBUQUE BANK & TRUST CO | 35,713 | $3,608,000 | 0.76% |
| TRAIN BABCOCK ADVISORS LLC | 19,350 | $1,955,000 | 0.75% |
| Madden Advisory Services, Inc. | 10,724 | $1,083,000 | 0.71% |
| Hefty Wealth Partners | 7,129 | $720,000 | 0.69% |
| ASPIRIANT HOLDINGS S3, LLC | 9,393 | $949,000 | 0.41% |