VISTA INVESTMENT MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 9 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,522,604$141,648,0007.24%
Tatro Capital, LLC 44,088$4,102,0005.88%
Evensky & Katz LLC 239,648$22,294,0003.22%
Full Sail Capital, LLC 188,940$19,381,0002.76%
BRANDYWINE OAK PRIVATE WEALTH LLC 161,192$15,010,0002.67%
Axiom Financial Strategies, LLC 43,807$4,075,0002.66%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,315$1,425,0002.32%
FIRST FINANCIAL CORP /IN/ 24,807$2,308,0001.97%
Invst, LLC 66,795$6,346,0001.88%
MEITAV INVESTMENT HOUSE LTD 316,062$29,403,0001.76%
View complete list of VANGUARD WORLD FDS shareholders