Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 352 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$25,782
+11.9%
2190.0%0.00%0.0%
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 Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders