CVA Family Office, 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
CVA Family Office, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$984,770
-10.5%
9,362
-9.5%
0.22%
-2.6%
Q2 2023$1,100,262
+5.2%
10,350
-4.3%
0.23%
-1.3%
Q1 2023$1,045,734
+14.4%
10,818
-2.7%
0.23%
+5.4%
Q4 2022$914,393
-20.1%
11,117
-20.0%
0.22%
-28.6%
Q3 2022$1,145,000
-12.9%
13,898
-0.7%
0.31%
-13.1%
Q2 2022$1,315,000
-26.7%
13,990
-6.4%
0.36%
-16.6%
Q1 2022$1,794,000
-13.5%
14,945
-2.3%
0.43%
-16.9%
Q4 2021$2,075,000
+213.0%
15,304
+135.0%
0.52%
+7.7%
Q3 2021$663,000
-64.3%
6,511
-49.6%
0.48%
-9.5%
Q2 2021$1,857,000
+16.0%
12,909
+4.8%
0.53%
-13.0%
Q1 2021$1,601,000
+75.9%
12,313
+62.7%
0.61%
+8.8%
Q4 2020$910,000
+37.3%
7,570
+16.3%
0.56%
+16.7%
Q3 2020$663,000
+14.5%
6,511
+4.6%
0.48%
+0.6%
Q2 2020$579,000
+390.7%
6,222
+301.4%
0.48%
+296.7%
Q1 2020$118,0001,5500.12%
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