Morningstar Investment Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$34,844
-14.6%
330,400
-14.5%
0.45%
-15.0%
Q2 2023$40,794
+13.4%
386,442
+1.6%
0.52%
+8.7%
Q1 2023$35,982
+28.6%
380,305
+14.6%
0.48%
+26.8%
Q4 2022$27,983
-99.8%
331,744
+67.6%
0.38%
+63.5%
Q3 2022$16,508,000197,9060.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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