HighMark Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 9 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,522,604$141,648,0007.24%
Tatro Capital, LLC 44,088$4,102,0005.88%
Evensky & Katz LLC 239,648$22,294,0003.22%
Full Sail Capital, LLC 188,940$19,381,0002.76%
BRANDYWINE OAK PRIVATE WEALTH LLC 161,192$15,010,0002.67%
Axiom Financial Strategies, LLC 43,807$4,075,0002.66%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,315$1,425,0002.32%
FIRST FINANCIAL CORP /IN/ 24,807$2,308,0001.97%
Invst, LLC 66,795$6,346,0001.88%
MEITAV INVESTMENT HOUSE LTD 316,062$29,403,0001.76%
View complete list of VANGUARD WORLD FDS shareholders