Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 340 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q4 2021
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