AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 404 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,989,951
+21.4%
22,237
+27.6%
0.07%
+19.6%
Q2 2023$4,935,694
+7.1%
17,428
-4.5%
0.06%0.0%
Q1 2023$4,606,478
+41.7%
18,240
+22.9%
0.06%
+30.2%
Q4 2022$3,251,618
-10.3%
14,846
-3.7%
0.04%
-23.2%
Q3 2022$3,624,000
+10.1%
15,418
+6.5%
0.06%
+12.0%
Q2 2022$3,293,000
+69.7%
14,476
+128.3%
0.05%
+85.2%
Q1 2022$1,941,000
-20.8%
6,341
-11.8%
0.03%
-27.0%
Q4 2021$2,451,000
+87.1%
7,186
+70.6%
0.04%
+68.2%
Q3 2021$1,310,000
+23.5%
4,213
+24.9%
0.02%
+15.8%
Q2 2021$1,061,000
+80.4%
3,374
+69.1%
0.02%
+46.2%
Q1 2021$588,000
+69.5%
1,995
+60.2%
0.01%
+62.5%
Q4 2020$347,000
-77.2%
1,245
-80.8%
0.01%
-66.7%
Q3 2020$1,525,0006,4920.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders