Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 288 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

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 Q2 2019
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders