Patriot Financial Group Insurance Agency, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 321 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$218,786
-24.4%
2,058
-31.3%
0.04%
-30.5%
Q1 2023$289,5272,995
+99733.3%
0.06%
Q2 2022$030.0%0.00%
Q1 2022$030.0%0.00%
Q4 2021$030.0%0.00%
Q3 2021$0
-100.0%
3
-96.6%
0.00%
-100.0%
Q2 2021$13,00088
+2833.3%
0.00%
Q1 2021$0
-100.0%
3
-97.7%
0.00%
-100.0%
Q4 2020$16,000
+14.3%
132
-5.7%
0.00%
-20.0%
Q3 2020$14,000140
+4566.7%
0.01%
Q2 2020$030.0%0.00%
Q1 2020$0
-100.0%
3
-98.1%
0.00%
-100.0%
Q4 2019$15,0000.0%156
-8.8%
0.01%
-14.3%
Q3 2019$15,000
+1400.0%
171
+1121.4%
0.01%
Q2 2019$1,00014
+366.7%
0.00%
Q1 2019$030.0%0.00%
Q4 2018$0
-100.0%
3
-72.7%
0.00%
-100.0%
Q3 2018$1,0000.0%110.0%0.00%0.0%
Q2 2018$1,000
-83.3%
11
-85.1%
0.00%
-75.0%
Q1 2018$6,000
-14.3%
74
-11.9%
0.00%
-20.0%
Q4 2017$7,000
+75.0%
84
+90.9%
0.01%
+25.0%
Q3 2017$4,0000.0%440.0%0.00%0.0%
Q2 2017$4,000440.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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