Institute for Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 330 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$795,947
+0.1%
7,567
+1.1%
0.14%
+7.5%
Q2 2023$795,432
+10.0%
7,482
+0.0%
0.13%
-2.9%
Q1 2023$723,110
-30.4%
7,480
+1.4%
0.14%
-24.2%
Q3 2021$1,039,000
+5.7%
7,379
+8.0%
0.18%
+5.2%
Q2 2021$983,000
+8.7%
6,832
-1.7%
0.17%
+0.6%
Q1 2021$904,000
+25.6%
6,950
+16.0%
0.17%
+20.3%
Q4 2020$720,000
+12.0%
5,992
-5.1%
0.14%
-2.7%
Q3 2020$643,000
-3.3%
6,315
-11.7%
0.15%
-9.8%
Q2 2020$665,000
+17.7%
7,153
-3.5%
0.16%
-6.3%
Q1 2020$565,000
-21.6%
7,411
-3.4%
0.17%
+6.7%
Q4 2019$721,000
+8.7%
7,674
+0.3%
0.16%
-2.4%
Q3 2019$663,000
-8.2%
7,648
-8.2%
0.17%
+4.4%
Q2 2019$722,0008,3330.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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