HighMark Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 376 filers reported holding VANGUARD WORLD FDS in Q4 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
Q2 2024$12,519
+5.3%
910.0%0.01%
+14.3%
Q1 2024$11,887
+11.7%
91
+1.1%
0.01%
-12.5%
Q4 2023$10,638
+12.6%
900.0%0.01%0.0%
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 Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,515,659$154,400,0007.39%
Tatro Capital, LLC 45,469$4,632,0005.29%
Evensky & Katz LLC 248,383$25,303,0003.43%
Full Sail Capital, LLC 202,176$22,425,0002.81%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
BRANDYWINE OAK PRIVATE WEALTH LLC 148,178$15,094,0002.52%
Centered Wealth LLC dba Miller Equity Capital Advisors 16,175$1,648,0002.48%
Astor Investment Management LLC 93,816$9,557,0002.10%
FIRST FINANCIAL CORP /IN/ 23,962$2,441,0002.07%
LUCAS CAPITAL MANAGEMENT 14,180$1,445,0001.94%
View complete list of VANGUARD WORLD FDS shareholders