Montis Financial, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$394,835
-5.1%
2,0250.0%0.26%
-3.6%
Q2 2023$416,198
+7.9%
2,0250.0%0.27%
-8.1%
Q1 2023$385,783
+41.3%
2,025
+35.5%
0.30%
+29.0%
Q4 2022$273,047
+28.8%
1,495
+11.1%
0.23%
+13.2%
Q3 2022$212,000
-3.6%
1,3460.0%0.20%
-1.0%
Q2 2022$220,000
-16.0%
1,3460.0%0.21%
+0.5%
Q1 2022$262,000
-4.0%
1,3460.0%0.20%
+3.5%
Q4 2021$273,000
+7.1%
1,3460.0%0.20%
-8.8%
Q3 2021$255,000
-3.4%
1,3460.0%0.22%
-0.9%
Q2 2021$264,000
+3.1%
1,3460.0%0.22%
-8.4%
Q1 2021$256,000
+14.3%
1,3460.0%0.24%
+6.7%
Q4 2020$224,0001,3460.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders