VISTA INVESTMENT MANAGEMENT - 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
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,172,426
-1.7%
20,652
-0.6%
1.14%
+2.1%
Q2 2023$2,208,952
+7.6%
20,778
-2.1%
1.12%
+3.0%
Q1 2023$2,052,149
+19.0%
21,228
+1.2%
1.08%
+10.2%
Q4 2022$1,725,062
-0.1%
20,973
+0.1%
0.98%
-7.4%
Q3 2022$1,727,000
-5.9%
20,961
+7.4%
1.06%
-4.1%
Q2 2022$1,835,000
-23.6%
19,513
-2.4%
1.11%
-15.7%
Q1 2022$2,401,000
-3.4%
20,000
+9.1%
1.32%
-2.5%
Q4 2021$2,485,000
+10.1%
18,329
+14.3%
1.35%
+1.9%
Q3 2021$2,257,000
+1.7%
16,033
+3.9%
1.32%
+1.1%
Q2 2021$2,219,000
+11.4%
15,427
+0.7%
1.31%
+5.6%
Q1 2021$1,992,000
+10.3%
15,324
+2.0%
1.24%
+2.5%
Q4 2020$1,806,000
+15.1%
15,022
-2.5%
1.21%
+1.1%
Q3 2020$1,569,000
+12.6%
15,400
+2.8%
1.20%
+0.1%
Q2 2020$1,393,000
+27.4%
14,975
+4.4%
1.20%
+7.1%
Q1 2020$1,093,000
-7.5%
14,342
+14.0%
1.12%
+25.8%
Q4 2019$1,182,000
+13.0%
12,584
+4.3%
0.89%
+2.9%
Q3 2019$1,046,000
+6.2%
12,063
+6.1%
0.86%
+3.6%
Q2 2019$985,000
+6.3%
11,365
+2.4%
0.83%
+2.5%
Q1 2019$927,000
+76.9%
11,097
+56.8%
0.81%
+50.6%
Q4 2018$524,000
+10.8%
7,075
+30.2%
0.54%
+29.2%
Q3 2018$473,0005,4330.42%
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