Covestor Ltd - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 324 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1
-50.0%
9
-52.6%
0.00%
-50.0%
Q2 2023$20.0%19
+18.8%
0.00%0.0%
Q1 2023$20.0%16
-52.9%
0.00%
+100.0%
Q4 2022$2
-99.8%
34
+112.5%
0.00%0.0%
Q3 2022$1,0000.0%16
+6.7%
0.00%0.0%
Q2 2022$1,000
-66.7%
15
-34.8%
0.00%
-50.0%
Q1 2022$3,000
-25.0%
23
-8.0%
0.00%
-66.7%
Q4 2021$4,000250.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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