AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$16,819,299
+17.8%
40,538
+25.5%
0.19%
+15.3%
Q2 2023$14,283,053
+21.0%
32,303
+5.5%
0.16%
+12.4%
Q1 2023$11,804,197
+67.0%
30,623
+38.4%
0.14%
+54.3%
Q4 2022$7,069,619
+6.7%
22,133
+2.7%
0.09%
-7.8%
Q3 2022$6,625,000
+0.1%
21,553
+6.3%
0.10%
+2.0%
Q2 2022$6,619,000
+16.6%
20,269
+48.9%
0.10%
+28.2%
Q1 2022$5,677,000
+7.2%
13,616
+18.0%
0.08%
-2.5%
Q4 2021$5,294,000
+22.2%
11,543
+6.8%
0.08%
+11.1%
Q3 2021$4,334,000
+10.7%
10,809
+10.3%
0.07%
+1.4%
Q2 2021$3,915,000
+21.5%
9,804
+9.4%
0.07%
+2.9%
Q1 2021$3,222,000
+28.3%
8,961
+26.3%
0.07%
+15.0%
Q4 2020$2,512,000
-64.9%
7,093
-69.1%
0.06%
-47.8%
Q3 2020$7,161,000
+320.0%
22,983
+276.6%
0.12%
+134.7%
Q2 2020$1,705,000
+59.8%
6,103
+21.1%
0.05%
+53.1%
Q1 2020$1,067,000
-41.3%
5,041
-32.2%
0.03%
-23.8%
Q4 2019$1,819,000
+70.3%
7,438
+50.3%
0.04%
-2.3%
Q3 2019$1,068,000
+5.5%
4,950
+3.2%
0.04%
-4.4%
Q2 2019$1,012,000
-8.3%
4,797
-12.9%
0.04%
-23.7%
Q1 2019$1,104,000
+46.2%
5,505
+21.9%
0.06%
-53.5%
Q4 2018$755,0004,5170.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders