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

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 340 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2021
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