Joseph P. Lucia & Associates, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$7,000
-22.2%
750.0%0.01%0.0%
Q1 2022$9,000
-50.0%
75
-42.3%
0.01%
-54.5%
Q3 2021$18,000
-5.3%
1300.0%0.01%0.0%
Q2 2021$19,000
+11.8%
1300.0%0.01%
+37.5%
Q1 2021$17,000
-10.5%
130
-16.1%
0.01%
-38.5%
Q4 2020$19,000
+280.0%
155
+181.8%
0.01%
+225.0%
Q2 2020$5,000
+25.0%
550.0%0.00%0.0%
Q1 2020$4,000
-20.0%
550.0%0.00%
-20.0%
Q4 2019$5,000550.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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