Winfield Associates, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 306 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Winfield Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$228,000
-11.6%
1,9000.0%0.08%
-4.7%
Q4 2021$258,000
-3.4%
1,9000.0%0.09%
-13.1%
Q3 2021$267,000
-2.2%
1,9000.0%0.10%
-2.0%
Q2 2021$273,000
+10.5%
1,9000.0%0.10%0.0%
Q1 2021$247,000
+8.3%
1,9000.0%0.10%
+5.2%
Q4 2020$228,0001,9000.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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