Triangle Securities Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 324 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Triangle Securities Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$563,608
-8.1%
5,358
-7.1%
0.20%
-5.2%
Q2 2023$613,196
+2.2%
5,768
-7.1%
0.21%
-1.9%
Q1 2023$600,127
+16.5%
6,208
-0.9%
0.22%
+13.8%
Q4 2022$515,132
-41.6%
6,263
-41.5%
0.19%
-47.5%
Q3 2022$882,000
+204.1%
10,707
+246.8%
0.36%
+218.6%
Q2 2022$290,000
-22.3%
3,087
-0.6%
0.11%
-9.6%
Q1 2022$373,000
-21.5%
3,107
-11.3%
0.12%
-16.1%
Q4 2021$475,000
-0.2%
3,504
+3.5%
0.15%
-8.0%
Q3 2021$476,000
-2.7%
3,384
-0.4%
0.16%
-1.8%
Q2 2021$489,000
+9.6%
3,399
-0.9%
0.16%
+2.5%
Q1 2021$446,000
+7.5%
3,429
-0.6%
0.16%
-1.8%
Q4 2020$415,000
+18.2%
3,4490.0%0.16%
+3.1%
Q3 2020$351,000
+12.5%
3,449
+2.8%
0.16%
+6.7%
Q2 2020$312,0003,3540.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders