Gradient Investments 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
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 Q3 2021
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