Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$16,000
+6.7%
1260.0%0.00%0.0%
Q4 2020$15,000
+15.4%
1260.0%0.00%0.0%
Q3 2020$13,000
+8.3%
1260.0%0.00%0.0%
Q2 2020$12,000
-57.1%
126
-63.7%
0.00%
-66.7%
Q1 2020$28,000
+55.6%
347
+83.6%
0.00%
+50.0%
Q4 2019$18,000
+12.5%
1890.0%0.00%0.0%
Q3 2019$16,0000.0%1890.0%0.00%0.0%
Q2 2019$16,0000.0%1890.0%0.00%0.0%
Q1 2019$16,000
+14.3%
1890.0%0.00%0.0%
Q4 2018$14,000
-6.7%
1890.0%0.00%0.0%
Q3 2018$15,000
-6.2%
1890.0%0.00%0.0%
Q2 2018$16,0000.0%1890.0%0.00%
-33.3%
Q1 2018$16,000
-5.9%
1890.0%0.00%0.0%
Q4 2017$17,000
+112.5%
189
+125.0%
0.00%
+50.0%
Q3 2017$8,000840.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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