Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,700,240
-18.5%
6,508
-13.1%
0.11%
-14.4%
Q2 2023$3,311,760
+9.7%
7,490
-4.4%
0.13%
+7.3%
Q1 2023$3,020,141
+11.6%
7,835
-7.5%
0.12%
+15.0%
Q4 2022$2,705,301
+2.3%
8,470
-1.5%
0.11%
-10.1%
Q3 2022$2,644,000
-19.3%
8,602
-14.2%
0.12%
-15.0%
Q2 2022$3,275,000
-24.4%
10,030
-3.6%
0.14%
-18.6%
Q1 2022$4,334,000
-9.9%
10,406
-0.9%
0.17%
-13.1%
Q4 2021$4,811,000
+11.1%
10,501
-2.7%
0.20%
-1.0%
Q3 2021$4,332,000
-4.0%
10,795
-4.6%
0.20%
-5.7%
Q2 2021$4,512,000
-2.3%
11,315
-12.2%
0.21%
-10.9%
Q1 2021$4,619,000
-14.8%
12,886
-15.9%
0.24%
-14.7%
Q4 2020$5,421,000
-24.7%
15,324
-33.7%
0.28%
-26.8%
Q3 2020$7,202,000
+10.4%
23,125
-1.2%
0.38%
+3.5%
Q2 2020$6,523,000
+33.8%
23,406
+1.7%
0.37%
+8.6%
Q1 2020$4,875,000
-15.4%
23,006
-2.2%
0.34%0.0%
Q4 2019$5,762,000
+9.2%
23,534
-3.9%
0.34%
+4.6%
Q3 2019$5,276,000
+12.1%
24,479
+11.4%
0.32%
+6.2%
Q2 2019$4,707,000
+22.4%
21,972
+14.7%
0.30%
+14.2%
Q1 2019$3,845,000
+23.6%
19,164
+2.8%
0.27%
+13.6%
Q4 2018$3,111,000
-29.6%
18,646
-14.5%
0.24%
-33.6%
Q3 2018$4,420,000
+17.0%
21,820
+4.8%
0.35%
+5.0%
Q2 2018$3,778,000
-1.8%
20,829
-7.5%
0.34%
+1.8%
Q1 2018$3,849,000
+16.9%
22,509
+12.6%
0.33%
+10.0%
Q4 2017$3,292,000
+8.7%
19,982
+0.3%
0.30%
+25.9%
Q3 2017$3,029,000
+19.1%
19,931
+10.3%
0.24%
+11.7%
Q2 2017$2,544,000
+133.0%
18,066
+124.3%
0.21%
+118.4%
Q1 2017$1,092,000
+52.3%
8,055
+36.4%
0.10%
+28.9%
Q4 2016$717,0005,9040.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders