Avitas Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 203 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$457,000
-93.5%
5,543
-92.6%
0.10%
-93.2%
Q2 2022$7,015,000
+733.1%
74,605
+732.1%
1.53%
+610.2%
Q4 2019$842,000
+7.1%
8,966
-1.0%
0.22%
-0.5%
Q3 2019$786,000
-1.9%
9,061
-2.0%
0.22%
-2.7%
Q2 2019$801,000
+6.1%
9,242
+2.2%
0.22%
+1.4%
Q1 2019$755,000
+12.9%
9,043
+0.2%
0.22%0.0%
Q4 2018$669,0009,0280.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,503,735$195,501,0007.93%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 62,469$8,118,0007.31%
IronBridge Private Wealth, LLC 53,179$6,914,0004.39%
Kinloch Capital, LLC 41,105$5,344,0004.10%
Tatro Capital, LLC 40,107$5,214,0004.04%
Evensky & Katz LLC 268,382$34,892,0003.86%
Curran Financial Partners, LLC 39,726$5,165,0003.71%
Tranquilli Financial Advisor LLC 32,208$4,187,0003.38%
Centered Wealth LLC dba Miller Equity Capital Advisors 18,020$2,343,0002.94%
PGIM Custom Harvest LLC 87,947$11,434,0002.80%
View complete list of VANGUARD WORLD FDS shareholders