Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 323 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$438,120
-31.2%
2,247
-27.5%
0.02%
-28.0%
Q2 2023$636,937
-25.5%
3,099
-30.9%
0.02%
-28.6%
Q1 2023$854,628
+27.4%
4,486
+22.2%
0.04%
+29.6%
Q4 2022$670,654
+5.4%
3,672
-9.1%
0.03%
-6.9%
Q3 2022$636,000
+16.5%
4,039
+20.8%
0.03%
+26.1%
Q2 2022$546,000
-33.5%
3,344
-20.8%
0.02%
-30.3%
Q1 2022$821,000
-9.6%
4,222
-5.6%
0.03%
-10.8%
Q4 2021$908,000
+44.6%
4,472
+33.9%
0.04%
+27.6%
Q3 2021$628,000
+1.8%
3,341
+6.4%
0.03%0.0%
Q2 2021$617,000
+2.3%
3,141
-1.4%
0.03%
-6.5%
Q1 2021$603,000
+2.6%
3,185
-8.0%
0.03%
+3.3%
Q4 2020$588,000
+17.4%
3,4610.0%0.03%
+15.4%
Q3 2020$501,000
+11.3%
3,4610.0%0.03%
+4.0%
Q2 2020$450,000
+17.2%
3,461
-0.6%
0.02%
-7.4%
Q1 2020$384,000
-26.3%
3,483
+3.0%
0.03%
-12.9%
Q4 2019$521,000
+7.4%
3,383
+1.9%
0.03%
+3.3%
Q3 2019$485,000
-7.1%
3,321
-7.9%
0.03%
-11.8%
Q2 2019$522,000
-18.1%
3,604
-20.8%
0.03%
-22.7%
Q1 2019$637,000
-7.1%
4,552
-2.0%
0.04%
-20.0%
Q3 2018$686,000
+15.3%
4,646
+6.1%
0.06%
+3.8%
Q2 2018$595,000
-36.4%
4,378
-34.9%
0.05%
-33.8%
Q1 2018$936,000
+45.8%
6,729
+49.2%
0.08%
+35.6%
Q4 2017$642,000
-7.9%
4,509
-13.1%
0.06%
+7.3%
Q3 2017$697,000
+51.5%
5,189
+44.9%
0.06%
+41.0%
Q2 2017$460,0003,5800.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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