BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$641,919
+196.7%
3,073
+192.4%
0.00%
Q2 2023$216,338
-96.1%
1,051
-96.5%
0.00%
-100.0%
Q4 2022$5,498,787
+71.7%
29,927
+63.0%
0.00%
+100.0%
Q3 2022$3,203,000
+2.6%
18,365
-1.9%
0.00%0.0%
Q2 2022$3,121,000
-15.8%
18,712
+0.4%
0.00%
-50.0%
Q1 2022$3,705,000
+792.8%
18,646
+810.4%
0.00%
Q4 2021$415,000
+3.5%
2,0480.0%0.00%
Q3 2021$401,000
+50.8%
2,048
+52.6%
0.00%
Q2 2021$266,000
+7.7%
1,342
+4.3%
0.00%
Q1 2021$247,000
-87.2%
1,287
-88.4%
0.00%
-100.0%
Q4 2020$1,924,000
+2500.0%
11,056
+2093.7%
0.00%
Q3 2020$74,000
+15.6%
504
-0.2%
0.00%
Q2 2020$64,000
+3.2%
505
-13.4%
0.00%
Q1 2020$62,000
-94.1%
583
-91.5%
0.00%
-100.0%
Q4 2019$1,059,000
+5.7%
6,879
+0.3%
0.00%0.0%
Q3 2019$1,002,000
-2.9%
6,860
-3.1%
0.00%0.0%
Q2 2019$1,032,000
+1.8%
7,076
-2.4%
0.00%0.0%
Q1 2019$1,014,000
+48.7%
7,247
+27.9%
0.00%0.0%
Q4 2018$682,000
-22.6%
5,664
-5.0%
0.00%0.0%
Q3 2018$881,000
-0.5%
5,963
-8.6%
0.00%0.0%
Q2 2018$885,000
-7.5%
6,522
-5.1%
0.00%0.0%
Q1 2018$957,000
-19.2%
6,872
-17.3%
0.00%0.0%
Q4 2017$1,184,000
+4.3%
8,314
-1.7%
0.00%0.0%
Q3 2017$1,135,000
+4.7%
8,456
+0.1%
0.00%0.0%
Q2 2017$1,084,000
+15.1%
8,447
+11.0%
0.00%0.0%
Q1 2017$942,000
+1077.5%
7,611
+1036.0%
0.00%
Q4 2016$80,000
-9.1%
670
-16.2%
0.00%
Q3 2016$88,000
-2.2%
800
-5.1%
0.00%
Q2 2016$90,000
-80.0%
843
-80.3%
0.00%
Q1 2016$451,000
-80.1%
4,280
-80.9%
0.00%
-100.0%
Q4 2015$2,269,000
+8.9%
22,455
+2.3%
0.00%0.0%
Q3 2015$2,084,000
-5.1%
21,947
+4.7%
0.00%0.0%
Q2 2015$2,196,000
+11.6%
20,965
+14.3%
0.00%
+50.0%
Q1 2015$1,968,000
+23.4%
18,337
+22.8%
0.00%0.0%
Q4 2014$1,595,000
+40.3%
14,933
+33.2%
0.00%
+100.0%
Q3 2014$1,137,000
+1.5%
11,212
+4.3%
0.00%0.0%
Q2 2014$1,120,000
-8.3%
10,745
-11.6%
0.00%
-50.0%
Q1 2014$1,222,000
+526.7%
12,153
+523.2%
0.00%
Q4 2013$195,000
+387.5%
1,950
+333.3%
0.00%
Q3 2013$40,0004500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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