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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 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 Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders