OXFORD FINANCIAL GROUP, LTD. LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 333 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$180,000
-54.2%
1,141
-52.6%
0.03%
-53.4%
Q2 2022$393,000
-16.0%
2,4070.0%0.06%
-1.7%
Q1 2022$468,000
-4.3%
2,4070.0%0.06%
+7.3%
Q4 2021$489,000
+128.5%
2,407
+111.0%
0.06%
+103.7%
Q3 2021$214,000
+529.4%
1,141
+552.0%
0.03%
+440.0%
Q2 2021$34,000
+3.0%
1750.0%0.01%0.0%
Q1 2021$33,000
+10.0%
1750.0%0.01%
+25.0%
Q4 2020$30,000
+20.0%
1750.0%0.00%0.0%
Q3 2020$25,0001750.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders