LPL Financial LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$17,028,331
+4.6%
161,882
+5.7%
0.01%0.0%
Q2 2023$16,280,006
+8.4%
153,137
-1.5%
0.01%0.0%
Q1 2023$15,022,737
+21.5%
155,402
+3.4%
0.01%
+9.1%
Q4 2022$12,360,464
-38.5%
150,279
-38.4%
0.01%
-42.1%
Q3 2022$20,099,000
-9.2%
244,006
+3.6%
0.02%
-9.5%
Q2 2022$22,139,000
+69.9%
235,442
+116.9%
0.02%
+90.9%
Q1 2022$13,029,000
-9.1%
108,533
+2.7%
0.01%
-8.3%
Q4 2021$14,331,000
+3.9%
105,715
+7.9%
0.01%
-7.7%
Q3 2021$13,788,000
+6.0%
97,946
+8.3%
0.01%0.0%
Q2 2021$13,009,000
+23.8%
90,454
+12.0%
0.01%
+8.3%
Q1 2021$10,504,000
+14.3%
80,797
+5.7%
0.01%0.0%
Q4 2020$9,192,000
+20.9%
76,475
+2.5%
0.01%0.0%
Q3 2020$7,602,000
+7.4%
74,622
-1.9%
0.01%0.0%
Q2 2020$7,079,000
+34.4%
76,088
+10.0%
0.01%
+9.1%
Q1 2020$5,268,000
-24.0%
69,146
-6.3%
0.01%
-15.4%
Q4 2019$6,934,000
+24.1%
73,821
+14.5%
0.01%
+18.2%
Q3 2019$5,588,000
+4.6%
64,455
+4.6%
0.01%0.0%
Q2 2019$5,340,000
+5.7%
61,599
+1.8%
0.01%0.0%
Q1 2019$5,054,000
+28.1%
60,510
+13.6%
0.01%
+10.0%
Q4 2018$3,945,000
-23.2%
53,264
-9.7%
0.01%
-16.7%
Q3 2018$5,134,000
+36.8%
59,017
+33.5%
0.01%
+20.0%
Q2 2018$3,754,000
-4.8%
44,208
-6.2%
0.01%
-9.1%
Q1 2018$3,943,000
-11.3%
47,124
-3.4%
0.01%
-21.4%
Q4 2017$4,447,000
+57.2%
48,784
+59.2%
0.01%
+40.0%
Q3 2017$2,828,000
-8.0%
30,652
-8.5%
0.01%
-16.7%
Q2 2017$3,075,000
-31.1%
33,486
-29.0%
0.01%
-60.0%
Q1 2017$4,462,000
-17.7%
47,136
-10.1%
0.03%
-26.8%
Q4 2016$5,423,000
+27.2%
52,436
+14.9%
0.04%0.0%
Q3 2016$4,264,000
-41.1%
45,654
-37.6%
0.04%
-32.8%
Q2 2016$7,237,000
-33.8%
73,152
-37.9%
0.06%
+103.3%
Q1 2016$10,929,000
+354.4%
117,732
+309.2%
0.03%
+328.6%
Q4 2015$2,405,000
+55.4%
28,770
+49.9%
0.01%
-22.2%
Q3 2015$1,548,000
-56.5%
19,197
-53.5%
0.01%
-50.0%
Q2 2015$3,561,000
-27.0%
41,289
-25.7%
0.02%
-28.0%
Q1 2015$4,878,000
-9.1%
55,541
-12.3%
0.02%
-13.8%
Q4 2014$5,364,000
+9.1%
63,315
+10.6%
0.03%0.0%
Q3 2014$4,916,000
+21.9%
57,240
+24.9%
0.03%
+26.1%
Q2 2014$4,032,000
+23.7%
45,839
+19.7%
0.02%
+15.0%
Q1 2014$3,260,000
+20.8%
38,304
+18.7%
0.02%
+17.6%
Q4 2013$2,699,000
-1.4%
32,263
-3.5%
0.02%
-5.6%
Q3 2013$2,738,000
+71.8%
33,419
+65.4%
0.02%
+63.6%
Q2 2013$1,594,00020,2040.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders