Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$353,158
-10.3%
2,7690.0%0.02%
-6.2%
Q2 2023$393,669
-3.6%
2,7690.0%0.02%
-5.9%
Q1 2023$408,483
-36.4%
2,769
-33.9%
0.02%
-32.0%
Q4 2022$641,965
-15.8%
4,186
-21.8%
0.02%
-26.5%
Q3 2022$762,000
-6.6%
5,3550.0%0.03%
-2.9%
Q2 2022$816,000
-5.9%
5,355
-0.0%
0.04%
+2.9%
Q1 2022$867,000
+3.5%
5,3560.0%0.03%0.0%
Q4 2021$838,000
+12.8%
5,356
+0.3%
0.03%0.0%
Q3 2021$743,000
-2.6%
5,339
-3.0%
0.03%
-5.6%
Q2 2021$763,000
-1.3%
5,502
+0.0%
0.04%
-10.0%
Q1 2021$773,000
+22.9%
5,500
+20.0%
0.04%
+25.0%
Q4 2020$629,000
+6.2%
4,585
+0.0%
0.03%
+3.2%
Q3 2020$592,000
+4.4%
4,583
+0.0%
0.03%
-3.1%
Q2 2020$567,000
+14.3%
4,582
+12.6%
0.03%
-8.6%
Q1 2020$496,000
-12.5%
4,068
+2.5%
0.04%
+6.1%
Q4 2019$567,000
-0.5%
3,9680.0%0.03%
-5.7%
Q3 2019$570,000
+13.8%
3,968
+7.1%
0.04%
+9.4%
Q2 2019$501,0003,7050.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders