Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 312 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,352
-13.2%
222
-12.3%
0.00%0.0%
Q2 2023$26,896
+261.3%
253
+228.6%
0.00%
Q1 2023$7,444
+17.5%
770.0%0.00%
Q4 2022$6,333
+5.6%
770.0%0.00%
Q3 2022$6,000
-76.9%
77
-72.2%
0.00%
-100.0%
Q2 2022$26,000
-18.8%
277
+1.1%
0.00%0.0%
Q1 2022$32,000
-13.5%
2740.0%0.00%0.0%
Q4 2021$37,000
-5.1%
2740.0%0.00%0.0%
Q3 2021$39,000
-29.1%
274
-27.7%
0.00%
-50.0%
Q2 2021$55,000
-68.2%
379
-69.8%
0.00%
-60.0%
Q1 2021$173,000
+260.4%
1,2540.0%0.01%
+150.0%
Q4 2020$48,000
+92.0%
1,254
+401.6%
0.00%
+100.0%
Q3 2020$25,000
+13.6%
2500.0%0.00%0.0%
Q2 2020$22,000
+633.3%
250
+400.0%
0.00%
Q1 2020$3,000
-25.0%
500.0%0.00%
Q4 2019$4,000
-33.3%
50
-28.6%
0.00%
Q3 2019$6,0000.0%700.0%0.00%
Q2 2019$6,000
+50.0%
70
+40.0%
0.00%
Q1 2019$4,000
+33.3%
500.0%0.00%
Q4 2018$3,000
-25.0%
500.0%0.00%
Q3 2018$4,0000.0%500.0%0.00%
Q2 2018$4,000
-85.2%
50
-84.7%
0.00%
-100.0%
Q1 2018$27,000
-51.8%
326
-47.8%
0.00%
-60.0%
Q4 2017$56,000
-12.5%
624
-10.6%
0.01%
-16.7%
Q3 2017$64,000
-38.5%
698
-38.7%
0.01%
-45.5%
Q2 2017$104,000
-47.5%
1,139
-45.5%
0.01%
-47.6%
Q1 2017$198,000
+17.2%
2,088
+23.6%
0.02%
-4.5%
Q4 2016$169,000
+3.7%
1,689
-2.7%
0.02%0.0%
Q3 2016$163,000
-18.1%
1,735
-14.1%
0.02%
-24.1%
Q2 2016$199,000
-1.5%
2,020
-6.7%
0.03%
-6.5%
Q1 2016$202,0002,1640.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders