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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 339 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,956
-23.4%
11
-26.7%
0.00%
Q4 2022$2,553
+27.6%
150.0%0.00%
Q3 2022$2,000
-97.3%
15
-96.8%
0.00%
-100.0%
Q2 2022$75,000
-14.8%
470
+3.3%
0.01%0.0%
Q1 2022$88,000
-2.2%
4550.0%0.01%
+10.0%
Q4 2021$90,000
+83.7%
455
+61.3%
0.01%
+66.7%
Q3 2021$49,0002820.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders