AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,605,693
+49.7%
67,900
+33.3%
0.10%
+45.5%
Q2 2023$5,750,539
-4.6%
50,939
-3.4%
0.07%
-10.8%
Q1 2023$6,025,087
-22.8%
52,745
-18.0%
0.07%
-28.8%
Q4 2022$7,804,084
+21.9%
64,348
+2.1%
0.10%
+6.1%
Q3 2022$6,402,000
-19.1%
63,028
-20.8%
0.10%
-17.6%
Q2 2022$7,911,000
-1.5%
79,536
+6.0%
0.12%
+8.2%
Q1 2022$8,031,000
+36.1%
75,045
-1.3%
0.11%
+23.6%
Q4 2021$5,901,000
+13.2%
76,032
+7.8%
0.09%
+2.3%
Q3 2021$5,213,000
-1.9%
70,539
+0.7%
0.09%
-9.4%
Q2 2021$5,314,000
+25.8%
70,035
+12.9%
0.10%
+5.5%
Q1 2021$4,224,000
+96.5%
62,051
+49.9%
0.09%
+78.4%
Q4 2020$2,150,000
-1.3%
41,393
-24.0%
0.05%
+45.7%
Q3 2020$2,178,000
+196.7%
54,489
+275.0%
0.04%
+66.7%
Q2 2020$734,000
+35.4%
14,529
+3.2%
0.02%
+31.2%
Q1 2020$542,000
-20.2%
14,081
+69.1%
0.02%0.0%
Q4 2019$679,000
+6.1%
8,329
+1.2%
0.02%
-38.5%
Q3 2019$640,0000.0%8,232
+9.3%
0.03%
-7.1%
Q2 2019$640,000
+15.5%
7,529
+21.6%
0.03%
-3.4%
Q1 2019$554,000
+27.4%
6,193
+8.6%
0.03%
-60.3%
Q4 2018$435,0005,7040.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders