Annex Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 484 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$398,432
-6.5%
2,700
-2.8%
0.02%
-12.5%
Q4 2022$425,978
-71.4%
2,777
-73.5%
0.02%
-76.0%
Q3 2022$1,489,000
-10.1%
10,470
-3.7%
0.10%
-16.7%
Q2 2022$1,656,000
-13.5%
10,869
-8.2%
0.12%
-14.3%
Q1 2022$1,915,000
+6.2%
11,837
+2.7%
0.14%
+12.9%
Q4 2021$1,803,000
+16.0%
11,528
+3.2%
0.12%
-2.4%
Q3 2021$1,554,000
-7.3%
11,172
-7.5%
0.13%
-6.6%
Q2 2021$1,676,000
+0.8%
12,080
+2.1%
0.14%
-15.0%
Q1 2021$1,663,000
-1.6%
11,836
-3.9%
0.16%
-3.0%
Q4 2020$1,690,000
+1.7%
12,316
-4.4%
0.16%
-22.2%
Q3 2020$1,662,000
+2.7%
12,877
-1.6%
0.21%
-6.2%
Q2 2020$1,618,000
+8.8%
13,084
+7.3%
0.23%
+7.1%
Q1 2020$1,487,000
-21.1%
12,194
-7.5%
0.21%
-7.5%
Q4 2019$1,884,000
+29.5%
13,187
+30.2%
0.23%
+16.9%
Q3 2019$1,455,000
+48.8%
10,132
+37.7%
0.20%
+41.3%
Q2 2019$978,000
+1.5%
7,359
-1.0%
0.14%
-4.2%
Q1 2019$964,000
+17.4%
7,437
+6.8%
0.14%
+11.6%
Q4 2018$821,000
-8.2%
6,966
-8.1%
0.13%
-6.5%
Q3 2018$894,000
+0.4%
7,584
-1.2%
0.14%
-9.2%
Q2 2018$890,000
+5.8%
7,677
+2.0%
0.15%
-0.7%
Q1 2018$841,0007,5260.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 48,210$5,681,0003.82%
Invst, LLC 51,903$6,116,0003.44%
Polianta Ltd 56,700$6,680,0003.32%
Berkeley Capital Partners, LLC 49,952$5,886,0003.28%
Hamilton Wealth, LLC 23,817$2,806,0002.75%
FIRST NATIONAL CORP /MA/ /ADV 49,307$5,810,0002.68%
Beacon Capital Management, Inc. 347,678$40,967,0001.82%
American Investment Services, Inc. 42,396$4,996,0001.78%
FIFTH THIRD SECURITIES, INC. 10,019$1,180,0001.66%
Harel Insurance Investments & Financial Services Ltd. 214,388$25,261,0001.55%
View complete list of VANGUARD WORLD FDS shareholders