Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 306 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.38 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 Q2 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