VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 375 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $201,804 | -5.1% | 1,035 | 0.0% | 0.04% | -16.3% |
Q2 2023 | $212,724 | -10.0% | 1,035 | -16.6% | 0.04% | -17.3% |
Q1 2023 | $236,423 | +4.3% | 1,241 | 0.0% | 0.05% | -3.7% |
Q4 2022 | $226,656 | +15.6% | 1,241 | 0.0% | 0.05% | -43.2% |
Q3 2022 | $196,000 | -3.4% | 1,241 | 0.0% | 0.10% | -1.0% |
Q2 2022 | $203,000 | +1.0% | 1,241 | +19.9% | 0.10% | +11.6% |
Q1 2022 | $201,000 | +19.6% | 1,035 | +24.8% | 0.09% | +32.3% |
Q4 2021 | $168,000 | +7.7% | 829 | 0.0% | 0.06% | -29.3% |
Q3 2021 | $156,000 | -4.3% | 829 | 0.0% | 0.09% | -1.1% |
Q2 2021 | $163,000 | +3.8% | 829 | 0.0% | 0.09% | +3.3% |
Q1 2021 | $157,000 | +11.3% | 829 | 0.0% | 0.09% | -12.6% |
Q4 2020 | $141,000 | +9.3% | 829 | -7.0% | 0.10% | +6.2% |
Q3 2020 | $129,000 | +19.4% | 891 | +7.5% | 0.10% | +11.5% |
Q2 2020 | $108,000 | +18.7% | 829 | 0.0% | 0.09% | -4.4% |
Q1 2020 | $91,000 | -28.9% | 829 | 0.0% | 0.09% | +7.1% |
Q4 2019 | $128,000 | +5.8% | 829 | 0.0% | 0.08% | +4.9% |
Q3 2019 | $121,000 | 0.0% | 829 | 0.0% | 0.08% | +3.8% |
Q2 2019 | $121,000 | +4.3% | 829 | 0.0% | 0.08% | +6.8% |
Q1 2019 | $116,000 | +16.0% | 829 | 0.0% | 0.07% | +82.5% |
Q4 2018 | $100,000 | -18.0% | 829 | 0.0% | 0.04% | -41.2% |
Q3 2018 | $122,000 | +8.0% | 829 | 0.0% | 0.07% | +1.5% |
Q2 2018 | $113,000 | – | 829 | – | 0.07% | – |
Download |
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% |