Transform Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 306 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$2,352,000
-47.7%
17,348
-45.7%
0.25%
-52.2%
Q3 2021$4,495,000
-3.6%
31,933
-1.5%
0.52%
-9.5%
Q2 2021$4,664,00032,4290.57%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
XPONANCE, INC. 121,583$11,961,0004.40%
Berkeley Capital Partners, LLC 63,355$6,234,0004.38%
US FINANCIAL ADVISORS, LLC 20,534$1,904,0003.82%
Giralda Advisors, LLC 58,600$5,766,0003.13%
Advisors Preferred, LLC 51,213$5,039,0002.93%
Keel Point, LLC 63,860$6,284,0002.71%
RiverFront Investment Group, LLC 964,368$94,893,0002.52%
Karp Capital Management Corp 33,765$3,322,0002.21%
Clal Insurance Enterprises Holdings Ltd 828,763$81,550,0002.07%
FundX Investment Group, LLC 72,019$7,087,0001.77%
View complete list of VANGUARD WORLD FDS shareholders