Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$355,841
-34.5%
1,948
-30.3%
0.02%
-31.8%
Q2 2023$543,099
+0.5%
2,7930.0%0.02%0.0%
Q1 2023$540,501
-40.5%
2,793
-41.1%
0.02%
-38.9%
Q4 2022$908,042
+46.9%
4,740
+31.7%
0.04%
+28.6%
Q3 2022$618,000
-10.6%
3,598
-3.5%
0.03%
-6.7%
Q2 2022$691,000
-5.3%
3,7280.0%0.03%
+3.4%
Q1 2022$730,000
-44.3%
3,728
-43.2%
0.03%
-46.3%
Q4 2021$1,311,000
+96.3%
6,558
+75.9%
0.05%
+74.2%
Q3 2021$668,000
-1.8%
3,7280.0%0.03%
-3.1%
Q2 2021$680,000
+2.4%
3,7280.0%0.03%
-5.9%
Q1 2021$664,000
+2.5%
3,7280.0%0.03%
+3.0%
Q4 2020$648,000
+7.8%
3,728
+1.4%
0.03%
+3.1%
Q3 2020$601,000
+9.3%
3,6780.0%0.03%
+3.2%
Q2 2020$550,000
+2400.0%
3,678
+2213.2%
0.03%
+1450.0%
Q3 2018$22,000
+29.4%
159
+28.2%
0.00%
+100.0%
Q1 2018$17,000
-91.8%
124
-91.7%
0.00%
-93.8%
Q3 2017$207,0001,4960.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders