MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 9 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 1,338,689$110,107,1654.98%
Greytown Advisors Inc. 57,399$4,721,0682.56%
Crown Wealth Group, LLC 30,513$2,509,6942.36%
Sharper & Granite LLC 42,030$3,457,0032.30%
Axiom Financial Strategies, LLC 39,236$3,227,1932.03%
Full Sail Capital, LLC 233,938$19,241,3941.83%
ARMSTRONG ADVISORY GROUP, INC 166,789$13,718,3931.81%
Centered Wealth LLC dba Miller Equity Capital Advisors 31,410$2,583,4731.68%
Joule Financial, LLC 26,839$2,207,5401.46%
FIRST FINANCIAL CORP /IN/ 27,396$2,253,2931.38%
View complete list of VANGUARD WORLD FDS shareholders