PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 8 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$704,917
+4.3%
4,086
+10.0%
0.07%
+6.3%
Q2 2023$675,837
-39.8%
3,714
-41.2%
0.06%
-41.7%
Q1 2023$1,122,400
+8.5%
6,312
+3.8%
0.11%
+2.9%
Q4 2022$1,034,646
+18.1%
6,079
+3.0%
0.10%
+8.2%
Q3 2022$876,000
-6.5%
5,904
+22.3%
0.10%
+9.0%
Q1 2022$937,0004,8270.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,928$783,00010.55%
Beacon Capital Management, Inc. 1,426,656$187,691,0007.95%
CAPITAL WEALTH MANAGEMENT, LLC 45,634$6,004,0005.47%
Financial Planning & Information Services, Inc. 75,981$9,996,0003.73%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 24,857$3,270,0002.39%
Harel Insurance Investments & Financial Services Ltd. 317,950$41,989,0002.22%
Richard Bernstein Advisors LLC 502,565$66,121,0002.12%
FIFTH THIRD SECURITIES, INC. 9,857$1,303,0002.02%
Heritage Trust Co 27,249$3,584,0001.35%
DOWLING & YAHNKE LLC 98,179$12,916,0001.20%
View complete list of VANGUARD WORLD FDS shareholders