Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,481,469
-11.6%
33,097
-10.7%
2.34%
+3.4%
Q2 2023$3,937,904
+4.4%
37,042
-5.1%
2.26%
+7.7%
Q1 2023$3,773,502
+16.9%
39,035
-0.5%
2.10%
+3.5%
Q4 2022$3,227,193
-3.3%
39,236
-3.2%
2.03%
+14.3%
Q3 2022$3,337,000
-31.1%
40,518
-21.4%
1.77%
-30.4%
Q2 2022$4,844,000
-8.7%
51,520
-0.9%
2.55%
-4.7%
Q1 2022$5,305,000
-22.2%
51,985
+3.4%
2.67%
-13.7%
Q4 2021$6,816,000
+8.4%
50,281
+12.6%
3.10%
+4.5%
Q3 2021$6,289,000
+15.0%
44,674
+17.5%
2.96%
+17.6%
Q2 2021$5,468,000
+21.5%
38,019
+9.8%
2.52%
+14.0%
Q1 2021$4,502,000
+6.8%
34,626
-16.3%
2.21%
-12.7%
Q4 2020$4,214,0000.0%41,3620.0%2.53%0.0%
Q3 2020$4,214,000
+3.4%
41,362
-5.6%
2.53%
-4.7%
Q2 2020$4,075,000
+56.6%
43,807
+28.2%
2.66%
+26.3%
Q1 2020$2,603,00034,1722.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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