J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 158 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 1.83 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,519,543
+4.0%
109,512
+5.1%
0.03%
-43.1%
Q2 2023$11,074,903
+33.7%
104,176
+21.6%
0.06%
+222.2%
Q1 2023$8,282,396
-27.3%
85,677
-38.1%
0.02%
-28.0%
Q4 2022$11,385,127
+77.7%
138,421
+78.0%
0.02%
+47.1%
Q3 2022$6,407,000
+6.7%
77,784
+21.8%
0.02%
+13.3%
Q2 2022$6,004,000
-3.2%
63,855
+23.6%
0.02%
+15.4%
Q1 2022$6,201,000
+8.8%
51,651
+22.8%
0.01%
+8.3%
Q4 2021$5,699,000
-7.4%
42,044
-3.8%
0.01%
-20.0%
Q3 2021$6,155,000
+2.7%
43,726
+5.0%
0.02%
-6.2%
Q2 2021$5,991,000
+17.7%
41,655
+6.4%
0.02%0.0%
Q1 2021$5,091,000
+3.3%
39,156
-4.5%
0.02%0.0%
Q4 2020$4,929,000
+24.9%
41,006
+5.9%
0.02%
+6.7%
Q3 2020$3,945,000
+6.7%
38,729
-2.6%
0.02%
-11.8%
Q2 2020$3,698,000
+49.3%
39,752
+22.2%
0.02%
+21.4%
Q1 2020$2,477,000
-27.9%
32,520
-11.1%
0.01%
-12.5%
Q4 2019$3,435,000
+6.8%
36,565
-1.4%
0.02%
-5.9%
Q3 2019$3,216,000
+150.9%
37,090
+150.8%
0.02%
+142.9%
Q2 2019$1,282,000
-40.2%
14,786
-42.4%
0.01%
-36.4%
Q1 2019$2,143,000
+168.5%
25,656
+138.1%
0.01%
+120.0%
Q4 2018$798,000
+20.4%
10,775
+41.4%
0.01%
+66.7%
Q3 2018$663,000
+5.7%
7,618
+3.3%
0.00%
-25.0%
Q2 2018$627,000
+4.7%
7,378
+3.1%
0.00%0.0%
Q1 2018$599,000
+2.0%
7,154
+11.1%
0.00%0.0%
Q4 2017$587,000
+29.3%
6,442
+30.8%
0.00%
+33.3%
Q3 2017$454,000
+13.5%
4,925
+13.2%
0.00%0.0%
Q2 2017$400,000
+23.8%
4,351
+27.6%
0.00%0.0%
Q1 2017$323,000
+59.9%
3,409
+69.0%
0.00%
+50.0%
Q4 2016$202,0002,0170.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 1,338,689$110,107,1654.98%
Greytown Advisors Inc. 57,399$4,721,0682.56%
Crown Wealth Group, LLC 30,513$2,509,6942.36%
Sharper & Granite LLC 42,030$3,457,0032.30%
Axiom Financial Strategies, LLC 39,236$3,227,1932.03%
Full Sail Capital, LLC 233,938$19,241,3941.83%
ARMSTRONG ADVISORY GROUP, INC 166,789$13,718,3931.81%
Centered Wealth LLC dba Miller Equity Capital Advisors 31,410$2,583,4731.68%
Joule Financial, LLC 26,839$2,207,5401.46%
FIRST FINANCIAL CORP /IN/ 27,396$2,253,2931.38%
View complete list of VANGUARD WORLD FDS shareholders