INVESTMENT ADVISORY SERVICES INC /TX /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
INVESTMENT ADVISORY SERVICES INC /TX /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$542,683
-10.5%
4,255
-0.2%
0.23%
-8.6%
Q2 2023$606,314
-18.0%
4,265
-15.0%
0.26%
-29.7%
Q1 2023$739,770
-8.0%
5,015
-4.4%
0.36%
-12.1%
Q4 2022$804,373
+7.8%
5,2450.0%0.41%
-7.2%
Q3 2022$746,000
-6.6%
5,2450.0%0.45%
-3.3%
Q2 2022$799,000
-5.9%
5,2450.0%0.46%
-2.7%
Q1 2022$849,000
+3.5%
5,2450.0%0.47%
+5.8%
Q4 2021$820,000
+12.3%
5,2450.0%0.45%
+0.2%
Q3 2021$730,000
+0.3%
5,2450.0%0.45%
-0.4%
Q2 2021$728,000
+1.1%
5,2450.0%0.45%
-10.9%
Q4 2020$720,000
+6.4%
5,2450.0%0.50%
-5.8%
Q3 2020$677,000
+4.3%
5,2450.0%0.54%
-3.6%
Q2 2020$649,000
+1.4%
5,2450.0%0.56%
-19.1%
Q1 2020$640,000
-14.6%
5,2450.0%0.69%
+1.8%
Q4 2019$749,0005,2450.67%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders