AVANTAX ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 484 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,949,181
-1.3%
19,938
-4.9%
0.02%
-22.2%
Q1 2024$2,989,446
+64.5%
20,967
+58.1%
0.03%
+50.0%
Q4 2023$1,817,352
-31.5%
13,259
-36.3%
0.02%
-40.0%
Q3 2023$2,654,712
+95.6%
20,815
+118.0%
0.03%
+87.5%
Q2 2023$1,357,544
-1.9%
9,549
+1.8%
0.02%
-5.9%
Q1 2023$1,383,699
+3.3%
9,380
+7.4%
0.02%
-5.6%
Q4 2022$1,339,267
-20.7%
8,733
-26.5%
0.02%
-30.8%
Q3 2022$1,689,000
+85.2%
11,875
+98.5%
0.03%
+85.7%
Q2 2022$912,000
-4.7%
5,983
+0.8%
0.01%
+7.7%
Q1 2022$957,000
+3.6%
5,938
+0.5%
0.01%
-7.1%
Q4 2021$924,000
+26.2%
5,906
+12.4%
0.01%
+16.7%
Q3 2021$732,000
+29.8%
5,253
+29.0%
0.01%
+20.0%
Q2 2021$564,000
+48.4%
4,072
+50.7%
0.01%
+25.0%
Q1 2021$380,000
-85.6%
2,702
-86.8%
0.01%
-81.0%
Q3 2020$2,631,000
+881.7%
20,396
+826.2%
0.04%
+425.0%
Q1 2020$268,000
-90.5%
2,202
-88.9%
0.01%
-87.9%
Q4 2019$2,834,000
+3.1%
19,831
+3.6%
0.07%
-40.5%
Q3 2019$2,749,000
+9.3%
19,149
+1.2%
0.11%0.0%
Q2 2019$2,514,000
+6.3%
18,914
+3.6%
0.11%
-11.9%
Q1 2019$2,365,00018,2500.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders