VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,646,336 | +17.8% | 8,415 | +24.2% | 0.84% | +16.8% |
Q2 2023 | $1,397,257 | +14.7% | 6,775 | +6.0% | 0.72% | +10.1% |
Q1 2023 | $1,217,894 | +9.1% | 6,393 | +4.6% | 0.65% | -11.6% |
Q4 2022 | $1,116,717 | +14.5% | 6,114 | -1.3% | 0.74% | +1.2% |
Q3 2022 | $975,000 | -1.0% | 6,192 | +2.7% | 0.73% | -4.9% |
Q2 2022 | $985,000 | – | 6,031 | – | 0.77% | – |
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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% |