Mutual Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$341,152
-5.2%
3,243
-4.2%
0.01%
-7.1%
Q2 2023$359,979
+10.3%
3,386
+0.3%
0.01%
+7.7%
Q1 2023$326,370
+30.5%
3,376
+11.0%
0.01%
+18.2%
Q4 2022$250,118
+2.1%
3,041
+2.4%
0.01%
-15.4%
Q3 2022$245,000
+1.2%
2,971
+15.2%
0.01%
-18.8%
Q2 2022$242,000
-13.6%
2,579
+10.5%
0.02%0.0%
Q1 2022$280,000
-23.1%
2,333
-13.1%
0.02%
-15.8%
Q4 2021$364,000
-10.3%
2,684
-6.9%
0.02%
-20.8%
Q3 2021$406,000
-0.7%
2,883
+1.3%
0.02%0.0%
Q2 2021$409,000
+16.2%
2,846
+5.1%
0.02%0.0%
Q1 2021$352,000
-21.4%
2,709
-27.3%
0.02%
-27.3%
Q4 2020$448,000
+74.3%
3,728
+47.9%
0.03%
+50.0%
Q3 2020$257,000
+9.8%
2,5200.0%0.02%
-4.3%
Q2 2020$234,000
+13.6%
2,520
+15.0%
0.02%
+4.5%
Q4 2019$206,000
-5.9%
2,192
-13.3%
0.02%
-24.1%
Q3 2019$219,000
-14.5%
2,528
-14.3%
0.03%
-12.1%
Q2 2019$256,0002,9510.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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