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

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 336 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.13 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 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders