MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 340 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$470,726
+6.7%
4,475
+7.9%
0.02%
+5.9%
Q2 2023$441,081
-8.7%
4,149
-17.0%
0.02%
-15.0%
Q1 2023$483,368
+28.0%
5,000
+8.9%
0.02%
+11.1%
Q4 2022$377,612
+23.4%
4,591
+23.5%
0.02%
+12.5%
Q3 2022$306,000
+21.9%
3,717
+39.1%
0.02%
+23.1%
Q2 2022$251,000
-25.3%
2,672
-4.6%
0.01%
-18.8%
Q1 2022$336,000
+6.0%
2,802
+19.8%
0.02%
+14.3%
Q4 2021$317,000
-4.8%
2,338
-1.3%
0.01%
-17.6%
Q3 2021$333,000
-2.3%
2,3680.0%0.02%
-5.6%
Q2 2021$341,000
+25.8%
2,368
+13.6%
0.02%
+12.5%
Q1 2021$271,0002,0850.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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