PINNACLE ASSOCIATES LTD - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$797,273
-63.2%
4,089
-61.2%
0.02%
-60.5%
Q2 2023$2,165,053
+7.9%
10,5340.0%0.04%
-7.3%
Q1 2023$2,006,832
+4.9%
10,534
+0.6%
0.04%
-2.4%
Q4 2022$1,913,154
+14.6%
10,475
-1.1%
0.04%
+10.5%
Q3 2022$1,669,000
-10.2%
10,593
-6.9%
0.04%
-7.3%
Q2 2022$1,859,000
-8.7%
11,380
+8.6%
0.04%
+13.9%
Q1 2022$2,037,000
-6.0%
10,475
-1.9%
0.04%
-2.7%
Q4 2021$2,167,000
+0.6%
10,675
-6.9%
0.04%
-7.5%
Q3 2021$2,155,000
-3.1%
11,467
+1.3%
0.04%0.0%
Q2 2021$2,225,000
+3.8%
11,3250.0%0.04%
-2.4%
Q1 2021$2,143,000
+11.3%
11,3250.0%0.04%
+5.1%
Q4 2020$1,925,000
+16.4%
11,325
-0.9%
0.04%0.0%
Q3 2020$1,654,000
+11.5%
11,4250.0%0.04%
+5.4%
Q2 2020$1,484,000
+4.5%
11,425
-11.3%
0.04%
-14.0%
Q1 2020$1,420,000
-29.6%
12,875
-1.7%
0.04%
-2.3%
Q4 2019$2,016,000
-2.7%
13,104
-7.6%
0.04%
-10.2%
Q3 2019$2,071,000
-0.9%
14,179
-1.1%
0.05%0.0%
Q2 2019$2,090,000
-4.9%
14,335
-8.8%
0.05%
-2.0%
Q1 2019$2,198,000
+10.2%
15,710
-5.1%
0.05%
-2.0%
Q4 2018$1,994,000
-21.3%
16,560
-3.5%
0.05%
-3.8%
Q3 2018$2,535,000
+9.2%
17,160
+0.4%
0.05%
+10.4%
Q2 2018$2,322,000
+3.7%
17,100
+6.2%
0.05%
+9.1%
Q1 2018$2,240,00016,1000.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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