HighMark Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 244 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,451
-0.8%
900.0%0.01%
+14.3%
Q2 2023$9,527
+10.0%
900.0%0.01%0.0%
Q1 2023$8,663
+17.9%
90
+1.1%
0.01%
+16.7%
Q4 2022$7,347
+5.0%
890.0%0.01%0.0%
Q3 2022$7,000
-12.5%
890.0%0.01%0.0%
Q2 2022$8,000
-27.3%
890.0%0.01%
-14.3%
Q1 2022$11,000
-8.3%
890.0%0.01%
-12.5%
Q4 2021$12,0000.0%89
+1.1%
0.01%
-11.1%
Q3 2021$12,000
-7.7%
880.0%0.01%
-10.0%
Q2 2021$13,000
+18.2%
880.0%0.01%
+11.1%
Q1 2021$11,0000.0%880.0%0.01%0.0%
Q4 2020$11,000
+22.2%
880.0%0.01%
+12.5%
Q3 2020$9,000
+12.5%
88
+1.1%
0.01%
-11.1%
Q2 2020$8,000
+33.3%
870.0%0.01%
+28.6%
Q1 2020$6,000
-25.0%
870.0%0.01%
-22.2%
Q4 2019$8,000870.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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