Avantax Planning Partners, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$318,726
+1.4%
3,030
+2.5%
0.01%
+8.3%
Q2 2023$314,359
+4.9%
2,957
-4.6%
0.01%0.0%
Q1 2023$299,677
+3.0%
3,100
+28.0%
0.01%0.0%
Q1 2022$291,000
-75.4%
2,422
-72.2%
0.01%
-75.5%
Q4 2021$1,181,0008,7150.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders