VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 375 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,987,326 | -2.1% | 10,192 | +3.2% | 0.08% | +1.2% |
Q2 2023 | $2,030,731 | +30.3% | 9,880 | +20.7% | 0.08% | +23.1% |
Q1 2023 | $1,559,031 | +6.8% | 8,183 | +2.4% | 0.06% | -21.7% |
Q4 2022 | $1,460,000 | +24.5% | 7,991 | +7.3% | 0.08% | +31.7% |
Q3 2022 | $1,173,000 | -9.3% | 7,449 | -5.9% | 0.06% | -4.5% |
Q2 2022 | $1,293,000 | -13.6% | 7,918 | +2.9% | 0.07% | -7.0% |
Q1 2022 | $1,496,000 | -1.1% | 7,692 | +3.2% | 0.07% | -14.5% |
Q4 2021 | $1,513,000 | – | 7,455 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |