Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 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 Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders