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 ↓
Beacon Capital Management, Inc. 1,522,604$141,648,0007.24%
Tatro Capital, LLC 44,088$4,102,0005.88%
Evensky & Katz LLC 239,648$22,294,0003.22%
Full Sail Capital, LLC 188,940$19,381,0002.76%
BRANDYWINE OAK PRIVATE WEALTH LLC 161,192$15,010,0002.67%
Axiom Financial Strategies, LLC 43,807$4,075,0002.66%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,315$1,425,0002.32%
FIRST FINANCIAL CORP /IN/ 24,807$2,308,0001.97%
Invst, LLC 66,795$6,346,0001.88%
MEITAV INVESTMENT HOUSE LTD 316,062$29,403,0001.76%
View complete list of VANGUARD WORLD FDS shareholders