AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,840,890
+2.7%
48,398
+9.3%
0.10%
+1.0%
Q2 2023$8,609,496
-2.8%
44,276
-3.3%
0.10%
-10.1%
Q1 2023$8,858,253
+5.6%
45,774
+4.5%
0.11%
-2.7%
Q4 2022$8,392,249
+25.4%
43,808
+12.5%
0.11%
+8.7%
Q3 2022$6,690,000
-5.3%
38,945
+2.1%
0.10%
-3.7%
Q2 2022$7,067,000
+5.7%
38,131
+12.1%
0.11%
+16.3%
Q1 2022$6,683,000
+3.8%
34,019
+5.6%
0.09%
-5.2%
Q4 2021$6,441,000
+15.6%
32,220
+3.7%
0.10%
+4.3%
Q3 2021$5,574,000
+6.2%
31,070
+8.1%
0.09%
-2.1%
Q2 2021$5,250,000
+17.8%
28,742
+14.9%
0.10%
-1.0%
Q1 2021$4,455,000
-52.6%
25,015
-53.7%
0.10%
-57.0%
Q4 2020$9,398,000
+52.3%
54,033
+42.8%
0.22%
+125.3%
Q3 2020$6,171,000
+77.0%
37,842
+62.1%
0.10%
-2.0%
Q2 2020$3,487,000
+15.4%
23,341
+6.7%
0.10%
+12.2%
Q1 2020$3,022,000
+105.7%
21,877
+139.9%
0.09%
+164.7%
Q4 2019$1,469,000
+11.6%
9,121
+8.4%
0.03%
-35.8%
Q3 2019$1,316,000
+5.8%
8,416
+0.6%
0.05%
-3.6%
Q2 2019$1,244,000
-5.2%
8,362
-7.5%
0.06%
-21.4%
Q1 2019$1,312,000
+45.1%
9,037
+31.6%
0.07%
-53.9%
Q4 2018$904,0006,8680.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders