AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 364 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$6,542,281
-4.5%
20,947
-2.9%
0.05%
-23.0%
Q1 2024$6,851,825
+25.3%
21,565
+20.1%
0.06%
+13.0%
Q4 2023$5,468,976
-8.7%
17,958
-19.2%
0.05%
-19.4%
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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,004,189$129,209,0007.35%
TRUST CO OF OKLAHOMA 63,709$8,197,437,0004.38%
Spruce Investment Advisors LLC 34,304$4,414,0003.43%
FIRST FINANCIAL CORP /IN/ 29,736$3,827,0002.28%
Greytown Advisors Inc. 12,786$1,645,0001.58%
Triangle Securities Wealth Management 13,685$1,761,0001.18%
Westside Investment Management, Inc. 12,672$1,675,597,0001.14%
CUE ADVISORY SERVICES, INC. 10,130$1,303,0001.06%
Visionary Asset Management, Inc. 23,887$3,074,0001.00%
CUMBERLAND ADVISORS INC 9,220$1,186,0000.84%
View complete list of VANGUARD WORLD FDS shareholders