Ascent Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ascent Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$383,988
-12.2%
1,989
-4.9%
0.04%
-12.5%
Q2 2023$437,263
-75.1%
2,092
-77.3%
0.05%
-74.3%
Q1 2023$1,757,016
+8.4%
9,223
+3.9%
0.19%
-2.1%
Q4 2022$1,621,294
+245.7%
8,877
+236.6%
0.19%
+235.1%
Q3 2022$469,000
-1.5%
2,637
+0.1%
0.06%0.0%
Q2 2022$476,000
-85.0%
2,635
-83.9%
0.06%
-84.6%
Q1 2022$3,181,000
-27.7%
16,358
-28.9%
0.37%
-33.9%
Q4 2021$4,398,00023,0230.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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