Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 315 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$4,183,070
+5.0%
30,268
-0.3%
2.72%
+7.1%
Q1 2024$3,985,169
+3.0%
30,370
-7.6%
2.54%
+1.1%
Q4 2023$3,867,412
+11.1%
32,851
-0.7%
2.51%
+7.4%
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 2022
NameSharesValueWeighting ↓
Blackston Financial Advisory Group, LLC 145,595$37,264,62820.85%
Beacon Capital Management, Inc. 1,233,764$170,506,1687.34%
PGIM Custom Harvest LLC 1,673,185$231,234,2035.16%
STAPP WEALTH MANAGEMENT, PLLC 19,147$2,646,1154.59%
Tranquilli Financial Advisor LLC 38,227$5,264,2403.52%
Astor Investment Management LLC 48,406$6,689,7103.08%
Crown Wealth Group, LLC 41,823$5,779,9232.89%
ALTFEST L J & CO INC 148,278$20,4922.80%
Axiom Financial Strategies, LLC 30,268$4,183,0702.72%
ARMSTRONG ADVISORY GROUP, INC 221,486$30,609,3092.71%
View complete list of VANGUARD WORLD FDS shareholders