AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders