AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 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 Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,190,132$201,882,0008.55%
TRUST CO OF OKLAHOMA 53,153$9,016,343,0004.48%
Berkeley Capital Partners, LLC 33,512$5,684,0003.32%
Greytown Advisors Inc. 29,899$5,083,0002.37%
FIRST FINANCIAL CORP /IN/ 17,409$2,953,0002.07%
Quantitative Advantage, LLC 37,058$6,286,0001.83%
Triangle Securities Wealth Management 17,675$2,998,0001.68%
FIFTH THIRD SECURITIES, INC. 4,935$839,0001.30%
CUE ADVISORY SERVICES, INC. 11,205$1,901,0001.16%
Visionary Asset Management, Inc. 20,363$3,465,0001.16%
View complete list of VANGUARD WORLD FDS shareholders