AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 293 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 3.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,185,481
+3.4%
14,390
+6.5%
0.02%0.0%
Q2 2023$2,113,765
-15.6%
13,510
-22.8%
0.02%
-22.6%
Q1 2023$2,503,876
+28.9%
17,493
+19.2%
0.03%
+19.2%
Q4 2022$1,942,586
+21.4%
14,672
+14.4%
0.03%
+4.0%
Q3 2022$1,600,000
-4.2%
12,820
+1.2%
0.02%0.0%
Q2 2022$1,670,000
-6.7%
12,667
+12.7%
0.02%0.0%
Q1 2022$1,790,000
-4.1%
11,243
+1.3%
0.02%
-10.7%
Q4 2021$1,866,000
+59.6%
11,095
+44.2%
0.03%
+47.4%
Q3 2021$1,169,000
+16.0%
7,696
+16.1%
0.02%
+5.6%
Q2 2021$1,008,000
+3.7%
6,627
-4.5%
0.02%
-14.3%
Q1 2021$972,000
+8.5%
6,942
+3.4%
0.02%0.0%
Q4 2020$896,000
-49.2%
6,714
-54.5%
0.02%
-25.0%
Q3 2020$1,764,000
+99.8%
14,750
+82.8%
0.03%
+12.0%
Q2 2020$883,000
+49.7%
8,067
+24.2%
0.02%
+38.9%
Q1 2020$590,000
-45.9%
6,496
-33.4%
0.02%
-28.0%
Q4 2019$1,090,000
+66.9%
9,755
+54.3%
0.02%
-3.8%
Q3 2019$653,000
+5.0%
6,323
+3.0%
0.03%
-3.7%
Q2 2019$622,000
+25.7%
6,140
+21.2%
0.03%
+3.8%
Q1 2019$495,000
-11.9%
5,068
-21.8%
0.03%
-72.3%
Q4 2018$562,0006,4770.09%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 524,544$79,662,45021.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,383$27,850,37611.20%
Cadence Bank 432,903$65,744,9785.78%
Black Diamond Financial, LLC 104,856$15,924,5064.90%
Verus Financial Partners, Inc. 224,790$34,590,7304.51%
Buttonwood Financial Group, LLC 40,155$5,985,8734.37%
LEAVELL INVESTMENT MANAGEMENT, INC. 397,205$60,3244.22%
Equita Financial Network, Inc. 36,681$5,5713.43%
TriaGen Wealth Management LLC 40,090$6,088,4683.11%
Gray Wealth Management Inc. 38,675$5,873,5243.01%
View complete list of VANGUARD WORLD FD shareholders