JAMES INVESTMENT RESEARCH INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 376 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JAMES INVESTMENT RESEARCH INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$10.0%60.0%0.00%
Q4 2022$1
-100.0%
6
-60.0%
0.00%
Q3 2022$2,0000.0%150.0%0.00%
Q2 2022$2,000
-33.3%
150.0%0.00%
Q1 2022$3,0000.0%150.0%0.00%
Q4 2021$3,0000.0%15
+7.1%
0.00%
Q3 2021$3,0000.0%14
-17.6%
0.00%
Q2 2021$3,0000.0%170.0%0.00%
Q1 2021$3,000
+50.0%
17
+21.4%
0.00%
Q4 2020$2,000
+100.0%
14
+40.0%
0.00%
Q3 2020$1,0000.0%10
+42.9%
0.00%
Q2 2020$1,0000.0%7
-36.4%
0.00%
Q1 2020$1,000
-50.0%
11
+10.0%
0.00%
Q4 2019$2,000
+100.0%
100.0%0.00%
Q3 2019$1,0000.0%100.0%0.00%
Q2 2019$1,0000.0%100.0%0.00%
Q1 2019$1,0000.0%100.0%0.00%
Q4 2018$1,000100.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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