AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 348 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,437,534
+26.0%
25,722
+32.9%
0.05%
+25.0%
Q2 2023$3,523,136
+3.9%
19,361
+1.5%
0.04%
-4.8%
Q1 2023$3,391,583
+14.1%
19,073
+9.2%
0.04%
+5.0%
Q4 2022$2,972,776
+63.2%
17,466
+42.3%
0.04%
+42.9%
Q3 2022$1,822,000
+1.8%
12,278
+9.9%
0.03%
+3.7%
Q2 2022$1,789,000
+15.4%
11,169
+40.0%
0.03%
+28.6%
Q1 2022$1,550,000
+28.8%
7,977
+30.6%
0.02%
+16.7%
Q4 2021$1,203,000
+14.6%
6,108
+0.8%
0.02%0.0%
Q3 2021$1,050,000
-9.6%
6,062
-5.4%
0.02%
-14.3%
Q2 2021$1,161,000
+13.5%
6,411
+8.3%
0.02%
-4.5%
Q1 2021$1,023,000
-2.0%
5,920
-10.9%
0.02%
-12.0%
Q4 2020$1,044,000
-65.8%
6,643
-70.7%
0.02%
-49.0%
Q3 2020$3,049,000
+296.5%
22,641
+254.4%
0.05%
+122.7%
Q2 2020$769,000
+26.3%
6,388
+1.2%
0.02%
+22.2%
Q1 2020$609,000
-23.8%
6,313
+6.0%
0.02%
-5.3%
Q4 2019$799,0005,9550.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 6,590$1,034,0008.46%
Beacon Capital Management, Inc. 1,108,030$173,927,0007.57%
Polianta Ltd 78,600$12,337,0006.82%
CAPITAL WEALTH MANAGEMENT, LLC 38,552$6,052,0005.22%
Berkeley Capital Partners, LLC 62,264$9,774,0005.02%
Tranquilli Financial Advisor LLC 24,685$3,875,0003.52%
MARVIN & PALMER ASSOCIATES INC 51,427$7,881,0003.14%
Financial Planning & Information Services, Inc. 51,943$8,154,0002.74%
Tatro Capital, LLC 17,131$2,689,0002.51%
Centered Wealth LLC dba Miller Equity Capital Advisors 7,610$1,195,0001.60%
View complete list of VANGUARD WORLD FDS shareholders