Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,259,627
+43.7%
30,988
+45.2%
0.07%
+26.4%
Q2 2023$2,268,123
+102.4%
21,335
+84.0%
0.05%
+96.3%
Q1 2023$1,120,791
-0.2%
11,594
-15.0%
0.03%
-10.0%
Q3 2022$1,123,000
-3.4%
13,634
+10.4%
0.03%0.0%
Q2 2022$1,162,000
-15.1%
12,353
+8.4%
0.03%0.0%
Q1 2022$1,368,000
-37.6%
11,397
-29.6%
0.03%
-31.8%
Q4 2021$2,194,00016,1840.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
XPONANCE, INC. 121,583$11,961,0004.40%
Berkeley Capital Partners, LLC 63,355$6,234,0004.38%
US FINANCIAL ADVISORS, LLC 20,534$1,904,0003.82%
Giralda Advisors, LLC 58,600$5,766,0003.13%
Advisors Preferred, LLC 51,213$5,039,0002.93%
Keel Point, LLC 63,860$6,284,0002.71%
RiverFront Investment Group, LLC 964,368$94,893,0002.52%
Karp Capital Management Corp 33,765$3,322,0002.21%
Clal Insurance Enterprises Holdings Ltd 828,763$81,550,0002.07%
FundX Investment Group, LLC 72,019$7,087,0001.77%
View complete list of VANGUARD WORLD FDS shareholders