HB Wealth Management, 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
HB Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$548,811
-5.3%
2,815
-0.1%
0.01%0.0%
Q2 2023$579,441
+8.4%
2,819
+0.5%
0.01%0.0%
Q1 2023$534,428
+5.1%
2,805
+0.8%
0.01%0.0%
Q4 2022$508,256
+16.6%
2,783
+0.5%
0.01%0.0%
Q3 2022$436,000
-8.2%
2,768
-4.8%
0.01%
-10.0%
Q2 2022$475,000
-15.9%
2,908
+0.0%
0.01%0.0%
Q1 2022$565,000
-35.2%
2,907
-32.3%
0.01%
-44.4%
Q4 2021$872,0004,2940.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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