Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 293 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,037
-1.1%
2190.0%0.00%0.0%
Q2 2023$23,282
+10.0%
2190.0%0.00%0.0%
Q1 2023$21,171
+17.5%
2190.0%0.00%0.0%
Q4 2022$18,013
+800.6%
219
+942.9%
0.00%
Q3 2022$2,0000.0%210.0%0.00%
Q2 2022$2,000
-33.3%
210.0%0.00%
Q1 2022$3,0000.0%210.0%0.00%
Q4 2021$3,0000.0%210.0%0.00%
Q3 2021$3,0000.0%210.0%0.00%
Q2 2021$3,0000.0%210.0%0.00%
Q1 2021$3,000
+50.0%
210.0%0.00%
Q4 2020$2,0000.0%210.0%0.00%
Q3 2020$2,0000.0%210.0%0.00%
Q2 2020$2,0000.0%210.0%0.00%
Q1 2020$2,0000.0%210.0%0.00%
Q4 2019$2,0000.0%210.0%0.00%
Q3 2019$2,0000.0%210.0%0.00%
Q2 2019$2,0000.0%210.0%0.00%
Q1 2019$2,0000.0%210.0%0.00%
Q4 2018$2,000
-71.4%
21
-72.0%
0.00%
Q3 2018$7,000
+250.0%
75
+257.1%
0.00%
Q2 2018$2,0000.0%210.0%0.00%
Q1 2018$2,0000.0%210.0%0.00%
Q4 2017$2,000
-81.8%
21
-82.2%
0.00%
-100.0%
Q1 2017$11,000
+10.0%
118
+14.6%
0.00%0.0%
Q3 2016$10,0001030.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,503,735$195,501,0007.93%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 62,469$8,118,0007.31%
IronBridge Private Wealth, LLC 53,179$6,914,0004.39%
Kinloch Capital, LLC 41,105$5,344,0004.10%
Tatro Capital, LLC 40,107$5,214,0004.04%
Evensky & Katz LLC 268,382$34,892,0003.86%
Curran Financial Partners, LLC 39,726$5,165,0003.71%
Tranquilli Financial Advisor LLC 32,208$4,187,0003.38%
Centered Wealth LLC dba Miller Equity Capital Advisors 18,020$2,343,0002.94%
PGIM Custom Harvest LLC 87,947$11,434,0002.80%
View complete list of VANGUARD WORLD FDS shareholders