SWMG, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,503,735$195,501,0007.93%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 62,469$8,118,0007.31%
IronBridge Private Wealth, LLC 53,179$6,914,0004.39%
Kinloch Capital, LLC 41,105$5,344,0004.10%
Tatro Capital, LLC 40,107$5,214,0004.04%
Evensky & Katz LLC 268,382$34,892,0003.86%
Curran Financial Partners, LLC 39,726$5,165,0003.71%
Tranquilli Financial Advisor LLC 32,208$4,187,0003.38%
Centered Wealth LLC dba Miller Equity Capital Advisors 18,020$2,343,0002.94%
PGIM Custom Harvest LLC 87,947$11,434,0002.80%
View complete list of VANGUARD WORLD FDS shareholders