Bragg Financial Advisors, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 293 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bragg Financial Advisors, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$357,857
+4.6%
3,402
+5.7%
0.02%0.0%
Q2 2023$342,106
+6.9%
3,218
-2.8%
0.02%0.0%
Q1 2023$319,978
+28.4%
3,310
+9.3%
0.02%
+26.7%
Q4 2022$249,135
-7.0%
3,029
-6.8%
0.02%
-16.7%
Q3 2022$268,000
-22.3%
3,249
-11.5%
0.02%
-21.7%
Q2 2022$345,000
-8.5%
3,671
+16.9%
0.02%
+4.5%
Q1 2022$377,000
-12.3%
3,141
+2.7%
0.02%
-21.4%
Q4 2021$430,0000.0%3,0570.0%0.03%0.0%
Q3 2021$430,000
-2.7%
3,057
-0.5%
0.03%0.0%
Q2 2021$442,000
+11.3%
3,071
+0.7%
0.03%
+3.7%
Q1 2021$397,000
+9.7%
3,051
+1.3%
0.03%
-15.6%
Q4 2020$362,000
+17.9%
3,013
-0.2%
0.03%
+3.2%
Q3 2020$307,000
+6.6%
3,018
-2.6%
0.03%
-3.1%
Q2 2020$288,000
+32.7%
3,098
+8.6%
0.03%
+10.3%
Q1 2020$217,000
-34.4%
2,853
-19.0%
0.03%
-21.6%
Q4 2019$331,000
+29.8%
3,521
+19.5%
0.04%
+19.4%
Q3 2019$255,0000.0%2,9460.0%0.03%0.0%
Q2 2019$255,000
+5.8%
2,946
+2.1%
0.03%0.0%
Q1 2019$241,000
+19.3%
2,884
+24.1%
0.03%
+14.8%
Q3 2018$202,000
-6.9%
2,324
-9.0%
0.03%
-12.9%
Q2 2018$217,000
-4.8%
2,553
-6.3%
0.03%
-6.1%
Q1 2018$228,000
-21.4%
2,726
-14.4%
0.03%
-21.4%
Q4 2017$290,000
-4.3%
3,183
-3.2%
0.04%
-8.7%
Q3 2017$303,000
+0.3%
3,2890.0%0.05%
-4.2%
Q2 2017$302,000
-4.4%
3,289
-1.2%
0.05%
-5.9%
Q1 2017$316,000
-2.8%
3,330
+2.6%
0.05%
-5.6%
Q4 2016$325,000
-0.6%
3,245
-6.3%
0.05%
-6.9%
Q3 2016$327,000
-6.0%
3,462
-2.1%
0.06%
-7.9%
Q2 2016$348,000
-5.2%
3,536
-10.6%
0.06%
-11.3%
Q1 2016$367,000
+13.6%
3,954
+2.6%
0.07%
+2.9%
Q4 2015$323,000
+1.9%
3,854
-4.2%
0.07%
-9.2%
Q3 2015$317,000
-9.4%
4,0240.0%0.08%
-5.0%
Q2 2015$350,000
-1.1%
4,024
-1.8%
0.08%
-2.4%
Q1 2015$354,000
+2.0%
4,0980.0%0.08%
-2.4%
Q4 2014$347,000
-8.7%
4,098
-5.8%
0.08%
-12.5%
Q3 2014$380,000
-5.5%
4,352
-4.7%
0.10%0.0%
Q2 2014$402,000
+3.3%
4,5650.0%0.10%
+1.1%
Q1 2014$389,000
+0.3%
4,565
-1.5%
0.10%
+1.1%
Q4 2013$388,000
-2.0%
4,634
-5.4%
0.09%
-8.7%
Q3 2013$396,000
+0.5%
4,899
-1.8%
0.10%
-4.6%
Q2 2013$394,0004,9910.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders