Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 157 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$34,826
+4.5%
252
-0.8%
0.00%0.0%
Q1 2024$33,330
+67.8%
254
+51.2%
0.00%0.0%
Q4 2023$19,866
+12.2%
1680.0%0.00%0.0%
Q3 2023$17,700
-38.3%
168
-37.8%
0.00%0.0%
Q2 2023$28,704
-3.8%
270
-12.6%
0.00%
-50.0%
Q1 2023$29,837
+14.4%
309
-2.5%
0.00%0.0%
Q4 2022$26,073
+63.0%
317
+69.5%
0.00%
+100.0%
Q3 2022$16,000187
+9250.0%
0.00%
Q2 2022$020.0%0.00%
Q1 2022$020.0%0.00%
Q3 2021$020.0%0.00%
Q2 2021$020.0%0.00%
Q1 2021$020.0%0.00%
Q4 2020$020.0%0.00%
Q3 2020$020.0%0.00%
Q2 2020$020.0%0.00%
Q1 2020$020.0%0.00%
Q4 2019$020.0%0.00%
Q3 2019$020.0%0.00%
Q2 2019$020.0%0.00%
Q1 2019$020.0%0.00%
Q4 2018$0
-100.0%
2
-85.7%
0.00%
Q3 2018$1,0000.0%14
+75.0%
0.00%
Q2 2018$1,000
-99.0%
8
-99.3%
0.00%
-100.0%
Q1 2018$100,000
-8.3%
1,200
+0.8%
0.03%
-6.7%
Q4 2017$109,000
-9.2%
1,191
-8.4%
0.03%
-40.0%
Q3 2017$120,000
+0.8%
1,300
+0.2%
0.05%
-10.7%
Q2 2017$119,000
-41.1%
1,297
-38.9%
0.06%
-50.4%
Q1 2017$202,000
+206.1%
2,124
+219.9%
0.11%
+156.8%
Q4 2016$66,0006640.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders