Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 232 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2022$6,000
+100.0%
75
+108.3%
0.00%0.0%
Q2 2022$3,000
-25.0%
360.0%0.00%0.0%
Q1 2022$4,000
-20.0%
360.0%0.00%0.0%
Q4 2021$5,0000.0%360.0%0.00%0.0%
Q3 2021$5,0000.0%36
+5.9%
0.00%0.0%
Q2 2021$5,000
+25.0%
340.0%0.00%0.0%
Q1 2021$4,0000.0%340.0%0.00%0.0%
Q4 2020$4,000
+33.3%
340.0%0.00%0.0%
Q3 2020$3,0000.0%340.0%0.00%0.0%
Q2 2020$3,000
-70.0%
34
-75.0%
0.00%
-80.0%
Q1 2020$10,000
+233.3%
136
+300.0%
0.01%
+400.0%
Q4 2019$3,0000.0%340.0%0.00%0.0%
Q3 2019$3,0000.0%340.0%0.00%0.0%
Q2 2019$3,0000.0%340.0%0.00%0.0%
Q1 2019$3,0000.0%340.0%0.00%0.0%
Q4 2018$3,000
-88.0%
34
-88.0%
0.00%
-87.5%
Q3 2018$25,000
+19.0%
284
+13.6%
0.01%
-27.3%
Q2 2018$21,0000.0%2500.0%0.01%0.0%
Q1 2018$21,000
-8.7%
2500.0%0.01%
-15.4%
Q4 2017$23,0000.0%2500.0%0.01%
-7.1%
Q3 2017$23,0000.0%2500.0%0.01%0.0%
Q2 2017$23,000
+187.5%
250
+187.4%
0.01%
+180.0%
Q1 2017$8,000
-20.0%
87
-12.1%
0.01%
-16.7%
Q4 2016$10,000
+25.0%
99
+13.8%
0.01%
+20.0%
Q3 2016$8,000
-11.1%
870.0%0.01%
-28.6%
Q2 2016$9,000
+12.5%
870.0%0.01%
+16.7%
Q1 2016$8,000
+14.3%
870.0%0.01%
+20.0%
Q4 2015$7,000870.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders