BAILARD, INC. - 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
BAILARD, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,443,258
-11.6%
17,660
-6.8%
0.11%
-16.2%
Q2 2023$3,896,138
+3.3%
18,957
-4.3%
0.14%
+0.7%
Q1 2023$3,773,345
+1.9%
19,807
-2.3%
0.14%
-4.3%
Q4 2022$3,703,856
+12.6%
20,280
-2.9%
0.14%
+3.7%
Q3 2022$3,290,000
-2.9%
20,882
+0.7%
0.14%
+2.3%
Q2 2022$3,389,000
-23.2%
20,746
-8.5%
0.13%
-10.1%
Q1 2022$4,411,000
-1.6%
22,684
+2.7%
0.15%
+3.5%
Q4 2021$4,484,000
+10.5%
22,094
+2.3%
0.14%
+2.9%
Q3 2021$4,058,000
-5.8%
21,598
-1.5%
0.14%
-6.7%
Q2 2021$4,308,000
+3.0%
21,932
-0.8%
0.15%
-3.9%
Q1 2021$4,184,000
+5.1%
22,104
-5.6%
0.16%
-14.8%
Q4 2020$3,982,000
+8.7%
23,427
-7.4%
0.18%
-4.2%
Q3 2020$3,662,000
+10.5%
25,297
-0.8%
0.19%
+2.7%
Q2 2020$3,313,000
-7.6%
25,502
-21.6%
0.18%
-27.5%
Q1 2020$3,587,000
-46.5%
32,518
-25.4%
0.26%
-32.5%
Q4 2019$6,708,000
-10.1%
43,591
-14.7%
0.38%
-16.2%
Q3 2019$7,461,000
-2.5%
51,080
-2.7%
0.45%
-3.6%
Q2 2019$7,652,000
+3.1%
52,482
-1.1%
0.47%
+1.7%
Q1 2019$7,420,000
+11.8%
53,041
-3.8%
0.46%
+2.4%
Q4 2018$6,637,000
-14.4%
55,122
+5.0%
0.45%
-0.9%
Q3 2018$7,755,000
+9.6%
52,498
+0.7%
0.45%
+7.3%
Q2 2018$7,077,000
-4.5%
52,113
-2.1%
0.42%
-10.8%
Q1 2018$7,408,000
-2.0%
53,254
+0.3%
0.47%
-0.6%
Q4 2017$7,560,000
+3.9%
53,099
-2.0%
0.48%
-15.5%
Q3 2017$7,274,000
+3.3%
54,179
-1.2%
0.56%
-1.6%
Q2 2017$7,041,000
+2.5%
54,829
-1.3%
0.57%
+0.4%
Q1 2017$6,872,000
+5.3%
55,539
+1.5%
0.57%
-5.8%
Q4 2016$6,524,000
+10.1%
54,704
+2.4%
0.60%
+10.6%
Q3 2016$5,924,000
+3.2%
53,417
-1.1%
0.55%
-20.0%
Q2 2016$5,741,000
+1.7%
54,022
+0.7%
0.68%
-13.2%
Q1 2016$5,644,000
+16.3%
53,642
+4.9%
0.79%
+4.0%
Q3 2015$4,854,000
-6.9%
51,118
+2.7%
0.76%
-5.8%
Q2 2015$5,213,000
-2.9%
49,783
-0.5%
0.80%
+8.1%
Q1 2015$5,371,000
+0.9%
50,030
+0.4%
0.74%
-1.1%
Q4 2014$5,323,000
+5.7%
49,830
+0.4%
0.75%
-2.6%
Q3 2014$5,036,000
-3.2%
49,655
-0.5%
0.77%
-3.4%
Q2 2014$5,201,000
+5.0%
49,890
+1.3%
0.80%
+1.9%
Q1 2014$4,952,000
-0.4%
49,230
-1.0%
0.78%
-2.1%
Q4 2013$4,972,000
+18.7%
49,705
+6.1%
0.80%
+0.9%
Q3 2013$4,187,00046,8400.80%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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