AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,124,153
+82.4%
16,023
+92.2%
0.04%
+75.0%
Q2 2023$1,713,020
+0.9%
8,335
-6.5%
0.02%
-4.8%
Q1 2023$1,697,559
+3.0%
8,911
-1.3%
0.02%
-4.5%
Q4 2022$1,648,263
+127.7%
9,025
+96.5%
0.02%
+100.0%
Q3 2022$724,000
-5.7%
4,594
-2.3%
0.01%
-8.3%
Q2 2022$768,000
-12.1%
4,703
+4.6%
0.01%0.0%
Q1 2022$874,000
-0.3%
4,496
+4.0%
0.01%
-7.7%
Q4 2021$877,000
-12.1%
4,323
-18.8%
0.01%
-23.5%
Q3 2021$998,000
-12.1%
5,321
-7.6%
0.02%
-19.0%
Q2 2021$1,135,000
+28.1%
5,756
+23.0%
0.02%
+10.5%
Q1 2021$886,000
+106.0%
4,681
+84.9%
0.02%
+90.0%
Q4 2020$430,000
-14.7%
2,532
-27.4%
0.01%
+25.0%
Q3 2020$504,0003,4880.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders