GeoWealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 334 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
GeoWealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$231,761
+4.1%
1,677
-1.2%
0.01%
+11.1%
Q1 2024$222,680
-27.2%
1,697
-47.8%
0.01%
-78.0%
Q2 2022$306,000
-20.9%
3,254
+1.2%
0.04%
+20.6%
Q1 2022$387,000
-18.4%
3,217
-8.0%
0.03%
-12.8%
Q4 2021$474,000
-47.9%
3,496
-45.8%
0.04%
-48.0%
Q3 2021$909,000
+81.4%
6,455
+85.3%
0.08%
+19.0%
Q2 2021$501,000
-73.0%
3,483
-75.6%
0.06%
-78.2%
Q1 2021$1,855,000
+22.7%
14,265
+13.5%
0.29%
+19.4%
Q4 2020$1,512,000
+29.5%
12,568
+9.6%
0.24%
-31.4%
Q3 2020$1,168,000
+207.4%
11,466
+180.5%
0.35%
+124.8%
Q2 2020$380,0004,0880.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Blackston Financial Advisory Group, LLC 145,595$37,264,62820.85%
Beacon Capital Management, Inc. 1,233,764$170,506,1687.34%
PGIM Custom Harvest LLC 1,673,185$231,234,2035.16%
STAPP WEALTH MANAGEMENT, PLLC 19,147$2,646,1154.59%
Tranquilli Financial Advisor LLC 38,227$5,264,2403.52%
Astor Investment Management LLC 48,406$6,689,7103.08%
Crown Wealth Group, LLC 41,823$5,779,9232.89%
ALTFEST L J & CO INC 148,278$20,4922.80%
Axiom Financial Strategies, LLC 30,268$4,183,0702.72%
ARMSTRONG ADVISORY GROUP, INC 221,486$30,609,3092.71%
View complete list of VANGUARD WORLD FDS shareholders