MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 306 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$317,000
-2.2%
2,2510.0%0.02%
-4.5%
Q2 2021$324,000
-5.8%
2,251
-14.9%
0.02%
-12.0%
Q1 2021$344,000
+6.2%
2,644
-1.9%
0.02%0.0%
Q4 2020$324,000
+10.2%
2,694
+1.4%
0.02%
-3.8%
Q3 2020$294,000
-7.3%
2,656
-22.0%
0.03%
-16.1%
Q2 2020$317,000
+16.1%
3,405
-4.9%
0.03%0.0%
Q1 2020$273,000
-28.5%
3,580
-11.9%
0.03%
-13.9%
Q4 2019$382,000
+8.2%
4,063
-0.2%
0.04%
-5.3%
Q3 2019$353,000
-18.1%
4,072
-18.1%
0.04%
-15.6%
Q2 2019$431,000
+26.4%
4,973
+21.8%
0.04%
+21.6%
Q1 2019$341,000
+31.7%
4,082
+16.6%
0.04%
+15.6%
Q4 2018$259,0003,5000.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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