Capital Advisors, Ltd. LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$6,000
-14.3%
750.0%0.00%0.0%
Q2 2022$7,000
-84.4%
75
-80.0%
0.00%
-85.7%
Q1 2022$45,000
-55.4%
375
-69.0%
0.01%
-74.1%
Q1 2019$101,000
+12.2%
1,2100.0%0.03%0.0%
Q4 2018$90,000
-14.3%
1,2100.0%0.03%
-10.0%
Q3 2018$105,000
+1.9%
1,2100.0%0.03%
-6.2%
Q2 2018$103,000
-41.8%
1,210
-42.7%
0.03%
-43.9%
Q1 2018$177,000
-7.8%
2,1100.0%0.06%
-9.5%
Q4 2017$192,000
-1.5%
2,1100.0%0.06%
-7.4%
Q3 2017$195,000
+0.5%
2,1100.0%0.07%
-4.2%
Q2 2017$194,000
-3.0%
2,1100.0%0.07%
-7.8%
Q1 2017$200,000
-5.2%
2,1100.0%0.08%
-11.5%
Q4 2016$211,000
-15.6%
2,110
-20.3%
0.09%
-20.9%
Q3 2016$250,000
-4.2%
2,6480.0%0.11%
-10.6%
Q2 2016$261,000
+6.1%
2,6480.0%0.12%
+0.8%
Q1 2016$246,000
+10.8%
2,6480.0%0.12%
+5.2%
Q4 2015$222,000
+6.2%
2,6480.0%0.12%
+0.9%
Q3 2015$209,000
-9.1%
2,6480.0%0.12%
-3.4%
Q2 2015$230,000
+0.4%
2,6480.0%0.12%0.0%
Q1 2015$229,000
+2.2%
2,6480.0%0.12%
-2.5%
Q4 2014$224,0002,6480.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders