IFP Advisors, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 331 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$34,849
-45.5%
202
-50.0%
0.00%
+100.0%
Q2 2023$63,888
+112.4%
404
+80.4%
0.00%0.0%
Q1 2023$30,084
+88382.4%
224
+3.7%
0.00%0.0%
Q4 2022$34
-100.0%
216
-57.7%
0.00%
-50.0%
Q3 2022$69,0000.0%5110.0%0.00%0.0%
Q2 2022$69,000
-40.5%
511
-40.9%
0.00%
+100.0%
Q1 2022$116,000
+213.5%
864
+357.1%
0.00%0.0%
Q4 2021$37,000
+15.6%
189
+6.8%
0.00%0.0%
Q3 2021$32,000
-3.0%
1770.0%0.00%0.0%
Q2 2021$33,000
+266.7%
177
+276.6%
0.00%
Q1 2021$9,000
-73.5%
47
-77.7%
0.00%
-100.0%
Q4 2020$34,000
+466.7%
211
+348.9%
0.00%
Q3 2020$6,000
+20.0%
470.0%0.00%
Q2 2020$5,000
-50.0%
47
-54.8%
0.00%
-100.0%
Q1 2020$10,000
-56.5%
104
-40.2%
0.00%
-50.0%
Q4 2019$23,000
+130.0%
174
+120.3%
0.00%
+100.0%
Q3 2019$10,000
-54.5%
79
-56.6%
0.00%
-66.7%
Q1 2019$22,000
-24.1%
182
-31.8%
0.00%
+50.0%
Q4 2018$29,000
-60.3%
267
-52.3%
0.00%
-33.3%
Q3 2018$73,000
-1.4%
560
+0.2%
0.00%0.0%
Q2 2018$74,000
+8.8%
559
+11.8%
0.00%0.0%
Q1 2018$68,0000.0%5000.0%0.00%0.0%
Q4 2017$68,000
-35.8%
500
-39.3%
0.00%
-25.0%
Q3 2017$106,000
-7.0%
824
-11.7%
0.00%
-20.0%
Q2 2017$114,000
+9.6%
933
+7.2%
0.01%0.0%
Q1 2017$104,000
+57.6%
870
+47.2%
0.01%
+66.7%
Q4 2016$66,000
+17.9%
591
+13.2%
0.00%0.0%
Q3 2016$56,000
+250.0%
522
+243.4%
0.00%
+200.0%
Q2 2016$16,000
-27.3%
152
-16.5%
0.00%
-66.7%
Q1 2016$22,000
+144.4%
182
+91.6%
0.00%
+200.0%
Q4 2015$9,000950.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders