AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 341 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$4,856,225
-6.5%
25,210
-0.7%
0.04%
-23.9%
Q1 2024$5,191,209
+52.1%
25,394
+41.3%
0.05%
+35.3%
Q4 2023$3,412,387
-23.1%
17,966
-30.2%
0.03%
-32.0%
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 Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,316,853$160,129,0007.92%
Financial Planning & Information Services, Inc. 75,455$9,175,0003.30%
Heritage Trust Co 29,222$3,554,0001.37%
DOWLING & YAHNKE LLC 100,077$12,169,0001.28%
Cranbrook Wealth Management, LLC 20,709$2,518,0001.09%
Visionary Asset Management, Inc. 26,316$3,200,0000.93%
Richard Bernstein Advisors LLC 88,143$10,718,0000.82%
M Holdings Securities, Inc. 19,035$2,315,0000.79%
Madden Advisory Services, Inc. 9,751$1,185,0000.78%
Exchange Capital Management, Inc. 15,506$1,886,0000.64%
View complete list of VANGUARD WORLD FDS shareholders