HighMark Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - 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 2023
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