Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 209 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$310,000
-22.7%
2,586
-12.6%
0.04%
-20.4%
Q4 2021$401,000
-89.1%
2,959
-88.6%
0.05%
-87.3%
Q3 2021$3,663,000
+24.9%
26,021
+27.6%
0.38%
+17.0%
Q2 2021$2,932,000
+90.9%
20,387
+72.5%
0.33%
+58.9%
Q1 2021$1,536,000
+213.5%
11,817
+189.7%
0.21%
+176.0%
Q4 2020$490,000
+33.2%
4,079
+13.0%
0.08%
+5.6%
Q3 2020$368,000
+11.9%
3,609
+1.8%
0.07%
+6.0%
Q2 2020$329,000
+216.3%
3,544
+160.0%
0.07%
+168.0%
Q1 2020$104,000
+316.0%
1,363
+410.5%
0.02%
+400.0%
Q4 2019$25,000
-93.1%
267
-93.7%
0.01%
-93.8%
Q3 2019$362,000
-58.0%
4,222
-63.7%
0.08%
-65.8%
Q4 2018$861,00011,6200.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
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