MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 352 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$466,840
-2.5%
3,378
-7.4%
0.01%
-7.7%
Q1 2024$478,822
+12.4%
3,649
+0.9%
0.01%
-7.1%
Q4 2023$425,927
-9.5%
3,618
-19.2%
0.01%
-22.2%
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 Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders