MAI Capital Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 332 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$293,475
-1.0%
2,7900.0%0.00%0.0%
Q2 2023$296,568
-0.7%
2,790
-9.7%
0.00%
-20.0%
Q1 2023$298,773
+12.5%
3,091
-4.3%
0.01%
+25.0%
Q4 2022$265,690
+27.1%
3,230
+27.2%
0.00%0.0%
Q3 2022$209,000
-61.7%
2,539
-56.2%
0.00%
-60.0%
Q2 2022$545,000
+138.0%
5,791
+203.4%
0.01%
+150.0%
Q1 2022$229,0001,9090.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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