Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$302,083
-40.8%
1,751
-37.6%
0.01%
-35.0%
Q2 2023$510,426
+2.3%
2,8050.0%0.02%0.0%
Q1 2023$498,785
+4.5%
2,8050.0%0.02%
+5.3%
Q4 2022$477,411
+47.3%
2,805
+28.5%
0.02%
+26.7%
Q3 2022$324,000
-26.5%
2,183
-20.6%
0.02%
-21.1%
Q2 2022$441,000
+14.8%
2,751
+39.1%
0.02%
+26.7%
Q1 2022$384,000
-3.0%
1,978
-1.7%
0.02%
-6.2%
Q4 2021$396,000
+4.5%
2,013
-8.0%
0.02%
-5.9%
Q3 2021$379,000
+5.6%
2,188
+10.1%
0.02%0.0%
Q2 2021$359,000
+13.2%
1,988
+8.5%
0.02%
+6.2%
Q1 2021$317,000
-52.9%
1,832
-57.3%
0.02%
-54.3%
Q4 2020$673,000
+16.6%
4,2870.0%0.04%
+16.7%
Q3 2020$577,000
+7.6%
4,287
-3.4%
0.03%0.0%
Q2 2020$536,000
+26.4%
4,439
+0.8%
0.03%0.0%
Q1 2020$424,000
-23.9%
4,404
+6.0%
0.03%
-9.1%
Q4 2019$557,000
+12.8%
4,154
+6.3%
0.03%
+10.0%
Q3 2019$494,000
-7.5%
3,908
-6.8%
0.03%
-14.3%
Q2 2019$534,000
-17.8%
4,194
-20.6%
0.04%
-22.2%
Q1 2019$650,000
-4.1%
5,283
+2.1%
0.04%
-16.7%
Q3 2018$678,000
+8.5%
5,172
+8.9%
0.05%
-3.6%
Q2 2018$625,000
-20.8%
4,750
-22.4%
0.06%
-17.6%
Q1 2018$789,000
+39.2%
6,124
+47.7%
0.07%
+30.8%
Q4 2017$567,000
+6.4%
4,1460.0%0.05%
+23.8%
Q3 2017$533,000
+81.3%
4,146
+71.3%
0.04%
+68.0%
Q2 2017$294,0002,4210.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders