HighMark Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 332 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders