BAILARD, INC. - 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
BAILARD, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$838,154
-36.5%
7,968
-35.8%
0.03%
-39.1%
Q2 2023$1,319,626
+5.4%
12,413
-4.1%
0.05%
+2.2%
Q1 2023$1,251,877
-34.7%
12,950
-44.5%
0.04%
-38.4%
Q4 2022$1,917,494
+22.8%
23,313
+23.0%
0.07%
+12.3%
Q3 2022$1,562,000
+21.8%
18,958
+39.0%
0.06%
+30.0%
Q2 2022$1,282,000
-40.6%
13,637
-24.2%
0.05%
-31.5%
Q1 2022$2,160,000
-25.9%
17,990
-16.3%
0.07%
-21.5%
Q4 2021$2,915,000
+87.3%
21,506
+94.6%
0.09%
+75.5%
Q3 2021$1,556,000
-2.4%
11,054
-0.3%
0.05%
-3.6%
Q2 2021$1,595,000
+7.6%
11,088
-2.7%
0.06%0.0%
Q1 2021$1,482,000
+8.4%
11,399
+0.2%
0.06%
-11.3%
Q4 2020$1,367,000
+19.4%
11,373
+1.2%
0.06%
+5.1%
Q3 2020$1,145,000
+6.4%
11,240
-2.9%
0.06%
-1.7%
Q2 2020$1,076,000
+32.3%
11,570
+8.5%
0.06%
+3.4%
Q1 2020$813,000
+101.2%
10,667
+148.2%
0.06%
+152.2%
Q4 2019$404,000
-77.7%
4,297
-79.4%
0.02%
-78.9%
Q3 2019$1,809,000
+6.7%
20,867
+6.7%
0.11%
+4.8%
Q2 2019$1,695,000
+12.1%
19,552
+8.0%
0.10%
+10.6%
Q1 2019$1,512,000
+104.9%
18,099
+81.6%
0.09%
+88.0%
Q4 2018$738,000
-83.5%
9,969
-80.6%
0.05%
-80.8%
Q3 2018$4,465,000
+256.1%
51,321
+247.6%
0.26%
+248.0%
Q2 2018$1,254,000
-0.3%
14,766
-1.8%
0.08%
-6.2%
Q1 2018$1,258,000
-10.8%
15,034
-2.9%
0.08%
-10.1%
Q4 2017$1,411,000
-4.9%
15,479
-3.7%
0.09%
-22.6%
Q3 2017$1,483,000
-1.0%
16,069
-1.5%
0.12%
-5.7%
Q2 2017$1,498,000
-4.5%
16,313
-1.3%
0.12%
-6.2%
Q1 2017$1,568,000
-3.2%
16,533
+2.2%
0.13%
-13.3%
Q4 2016$1,620,000
+9.5%
16,172
+3.2%
0.15%
+10.3%
Q3 2016$1,479,000
-3.3%
15,668
+0.8%
0.14%
-25.3%
Q2 2016$1,529,000
+5.5%
15,543
-0.5%
0.18%
-9.9%
Q1 2016$1,449,000
+22.5%
15,627
+4.1%
0.20%
+9.2%
Q3 2015$1,183,000
-8.2%
15,010
+1.4%
0.18%
-7.0%
Q2 2015$1,288,000
+0.2%
14,810
-0.4%
0.20%
+11.8%
Q1 2015$1,285,000
+5.1%
14,869
+3.0%
0.18%
+2.9%
Q4 2014$1,223,000
-9.7%
14,434
-7.0%
0.17%
-16.8%
Q3 2014$1,355,000
-0.1%
15,525
+0.7%
0.21%
-0.5%
Q2 2014$1,356,000
+4.5%
15,415
+1.1%
0.21%
+1.5%
Q1 2014$1,298,000
+2.2%
15,250
+0.5%
0.21%
+0.5%
Q4 2013$1,270,000
+7.6%
15,175
+3.8%
0.20%
-8.5%
Q3 2013$1,180,00014,6150.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders