CVA Family Office, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 294 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders