Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,559
-5.2%
670.0%0.00%0.0%
Q2 2023$12,192
-46.9%
67
-48.1%
0.00%0.0%
Q1 2023$22,939
+4.5%
1290.0%0.00%0.0%
Q4 2022$21,956
+15.6%
1290.0%0.00%0.0%
Q3 2022$19,000
-88.6%
129
-87.5%
0.00%
-87.5%
Q2 2022$166,000
-17.8%
1,035
-0.7%
0.01%
-11.1%
Q1 2022$202,000
+18.1%
1,042
+19.5%
0.01%
+28.6%
Q4 2021$171,000
+11.8%
872
+0.2%
0.01%
+16.7%
Q3 2021$153,000
-12.6%
870
-9.5%
0.01%
-14.3%
Q2 2021$175,000
-3.3%
961
-3.9%
0.01%
+40.0%
Q1 2021$181,000
+8.4%
1,000
+4.1%
0.01%
-28.6%
Q4 2020$167,000
+92.0%
961
+45.2%
0.01%
+40.0%
Q3 2020$87,000
-23.7%
662
-32.5%
0.01%
-16.7%
Q2 2020$114,000
+22.6%
981
-1.0%
0.01%0.0%
Q1 2020$93,000
-32.1%
991
-3.9%
0.01%
-14.3%
Q4 2019$137,000
+3.0%
1,031
-2.7%
0.01%
-12.5%
Q3 2019$133,000
-1.5%
1,060
+0.6%
0.01%0.0%
Q2 2019$135,000
+10.7%
1,054
+5.8%
0.01%0.0%
Q1 2019$122,000
+11.9%
996
+0.1%
0.01%0.0%
Q4 2018$109,000
-19.3%
995
-3.4%
0.01%
-11.1%
Q3 2018$135,0000.0%1,030
+0.1%
0.01%
-18.2%
Q2 2018$135,000
+2.3%
1,0290.0%0.01%
-8.3%
Q1 2018$132,000
-5.7%
1,029
+0.1%
0.01%
-7.7%
Q4 2017$140,000
+6.1%
1,028
+0.1%
0.01%0.0%
Q3 2017$132,000
+4.8%
1,027
-1.2%
0.01%0.0%
Q2 2017$126,000
+3.3%
1,040
+1.4%
0.01%0.0%
Q1 2017$122,000
+6.1%
1,0260.0%0.01%
-13.3%
Q4 2016$115,000
+5.5%
1,0260.0%0.02%0.0%
Q3 2016$109,000
+2.8%
1,026
-1.3%
0.02%0.0%
Q2 2016$106,000
+6.0%
1,040
+2.6%
0.02%0.0%
Q1 2016$100,0001,0140.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders