Proquility Private Wealth Partners, LLC - VANGUARD WORLD FDS ownership

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
Proquility Private Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,182,212
-5.7%
36,835
-0.6%
2.95%
-1.1%
Q2 2023$7,620,128
+8.1%
37,075
+0.2%
2.98%
+6.4%
Q1 2023$7,049,969
-9.8%
37,006
-13.5%
2.80%
-12.9%
Q4 2022$7,812,565
+11.6%
42,776
-3.8%
3.21%
-0.2%
Q3 2022$7,003,000
-2.8%
44,451
+0.8%
3.22%
+4.3%
Q2 2022$7,203,000
-5.3%
44,100
-0.7%
3.09%
-2.7%
Q1 2022$7,606,000
-8.8%
44,410
+1.6%
3.18%
+8.1%
Q4 2021$8,339,000
+4.0%
43,692
+2.4%
2.94%
-3.2%
Q3 2021$8,020,000
+15.4%
42,684
+20.6%
3.03%
+16.2%
Q2 2021$6,952,000
+15.4%
35,386
+11.2%
2.61%
+8.7%
Q1 2021$6,022,000
+9.9%
31,816
-1.4%
2.40%
-4.0%
Q4 2020$5,482,00032,2522.50%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders