Veritable, L.P. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 294 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$972,630
+4.5%
9,149
-5.0%
0.02%0.0%
Q1 2023$930,932
+8.4%
9,630
-7.7%
0.02%0.0%
Q4 2022$858,526
-40.3%
10,438
-40.2%
0.02%
-46.4%
Q3 2022$1,437,000
-21.7%
17,449
-10.6%
0.03%
-15.2%
Q2 2022$1,836,000
-23.4%
19,523
-2.2%
0.03%
-10.8%
Q1 2022$2,397,000
-14.7%
19,963
-3.7%
0.04%
-11.9%
Q4 2021$2,811,000
-5.3%
20,739
-1.6%
0.04%
-12.5%
Q3 2021$2,967,000
-2.6%
21,076
-0.4%
0.05%
-2.0%
Q2 2021$3,045,000
+12.4%
21,170
+1.6%
0.05%
+6.5%
Q1 2021$2,709,000
+10.0%
20,840
+1.7%
0.05%
+2.2%
Q4 2020$2,463,000
+9.2%
20,488
-7.5%
0.04%0.0%
Q3 2020$2,256,000
+6.9%
22,142
-2.4%
0.04%
-2.2%
Q2 2020$2,110,000
+11.9%
22,682
-8.4%
0.05%0.0%
Q1 2020$1,886,000
-72.0%
24,761
-65.5%
0.05%
-62.9%
Q4 2019$6,745,000
+16.3%
71,807
+7.3%
0.12%
+9.7%
Q3 2019$5,802,000
-2.0%
66,926
-2.0%
0.11%
-4.2%
Q2 2019$5,921,000
+2.5%
68,295
-1.3%
0.12%
+1.7%
Q1 2019$5,779,000
+5.2%
69,190
-6.7%
0.12%
-7.2%
Q4 2018$5,492,000
-27.8%
74,152
-15.2%
0.12%
-18.3%
Q3 2018$7,611,000
-3.5%
87,486
-5.8%
0.15%
-7.8%
Q2 2018$7,885,000
-0.4%
92,850
-1.8%
0.17%
-2.4%
Q1 2018$7,914,000
-8.3%
94,588
-0.1%
0.17%
-1.7%
Q4 2017$8,633,000
-1.6%
94,712
-0.4%
0.17%
-6.5%
Q3 2017$8,772,000
-2.0%
95,074
-2.5%
0.18%
-9.3%
Q2 2017$8,951,000
-2.5%
97,469
+0.7%
0.20%
-6.8%
Q1 2017$9,181,000
-6.0%
96,776
-0.8%
0.22%
-8.0%
Q4 2016$9,769,000
+5.4%
97,547
-0.6%
0.24%
+2.6%
Q3 2016$9,268,000
-2.9%
98,185
+1.2%
0.23%
-4.5%
Q2 2016$9,549,000
+14.1%
97,038
+7.5%
0.24%
+11.0%
Q1 2016$8,371,000
+13.3%
90,288
+2.6%
0.22%
+8.4%
Q4 2015$7,387,000
+4.7%
88,031
-1.7%
0.20%
-2.4%
Q3 2015$7,057,000
-20.9%
89,545
-12.7%
0.21%
-14.5%
Q2 2015$8,923,000
-11.0%
102,627
-11.5%
0.24%
+15.8%
Q1 2015$10,025,000
+1.4%
115,963
-0.6%
0.21%
+2.0%
Q4 2014$9,883,000
-5.2%
116,657
-2.4%
0.20%
-7.7%
Q3 2014$10,429,000
+2431.3%
119,469
+2449.5%
0.22%
+2366.7%
Q2 2014$412,000
+18.1%
4,686
+14.3%
0.01%
+12.5%
Q1 2014$349,000
+1.7%
4,1000.0%0.01%0.0%
Q4 2013$343,000
+3.6%
4,1000.0%0.01%0.0%
Q3 2013$331,000
+2.2%
4,1000.0%0.01%0.0%
Q2 2013$324,000
+6.6%
4,1000.0%0.01%0.0%
Q1 2013$304,000
+5.9%
4,1000.0%0.01%0.0%
Q4 2012$287,0004,1000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders