SWMG, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 298 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$312,056
+4.5%
2,258
-0.7%
0.14%
+3.7%
Q1 2024$298,526
+8.3%
2,275
-2.8%
0.13%
+2.3%
Q4 2023$275,593
+10.7%
2,341
-1.1%
0.13%0.0%
Q3 2023$248,880
-26.4%
2,366
-25.6%
0.13%
-26.0%
Q2 2023$337,959
+2.0%
3,179
-7.2%
0.18%
-4.3%
Q1 2023$331,288
+29.4%
3,427
+10.1%
0.18%
+19.4%
Q4 2022$256,044
+11.8%
3,113
+12.0%
0.16%
+4.0%
Q3 2022$229,0002,7800.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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