COLLECTIVE FAMILY OFFICE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 333 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
COLLECTIVE FAMILY OFFICE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$687,110
-12.7%
3,524
-8.0%
0.27%
-13.0%
Q2 2023$787,180
+6.5%
3,830
-1.3%
0.31%
+1.0%
Q1 2023$739,179
+4.3%
3,8800.0%0.30%
-4.4%
Q4 2022$708,643
-9.1%
3,880
-21.6%
0.32%
-17.8%
Q3 2022$780,000
-20.7%
4,951
-17.8%
0.39%
-8.9%
Q2 2022$984,000
-17.4%
6,024
-1.7%
0.43%
-6.4%
Q1 2022$1,191,000
-9.4%
6,126
-5.4%
0.46%
-12.0%
Q4 2021$1,314,000
+8.0%
6,4760.0%0.52%
-1.1%
Q3 2021$1,217,000
-4.3%
6,4760.0%0.52%
-3.9%
Q2 2021$1,272,000
+20.0%
6,476
+15.6%
0.54%
+5.2%
Q1 2021$1,060,000
+11.8%
5,601
+0.4%
0.52%
-1.9%
Q4 2020$948,0005,5760.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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