OPTIMUM INVESTMENT ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 392 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$1,523
+13.1%
50.0%0.00%0.0%
Q3 2023$1,347
-4.9%
50.0%0.00%0.0%
Q2 2023$1,416
+12.1%
50.0%0.00%0.0%
Q1 2023$1,263
+15.3%
50.0%0.00%0.0%
Q4 2022$1,095
+9.5%
50.0%0.00%0.0%
Q3 2022$1,0000.0%50.0%0.00%0.0%
Q2 2022$1,000
-50.0%
50.0%0.00%0.0%
Q1 2022$2,000
-60.0%
5
-66.7%
0.00%
-50.0%
Q4 2021$5,0000.0%150.0%0.00%0.0%
Q3 2021$5,000
-93.7%
15
-94.0%
0.00%
-92.0%
Q2 2021$79,000
+12.9%
252
+6.8%
0.02%
+25.0%
Q1 2021$70,000
+7.7%
2360.0%0.02%0.0%
Q4 2020$65,000
+18.2%
2360.0%0.02%
+11.1%
Q3 2020$55,000
+3.8%
236
-10.6%
0.02%0.0%
Q2 2020$53,000
-46.5%
264
-61.1%
0.02%
-56.1%
Q1 2020$99,000
-90.0%
678
-87.0%
0.04%
-86.1%
Q4 2019$991,000
+4.5%
5,228
-0.6%
0.29%
-1.7%
Q3 2019$948,000
+1.1%
5,262
+0.7%
0.30%
-1.6%
Q2 2019$938,000
+4.2%
5,227
+0.1%
0.30%
+3.1%
Q1 2019$900,000
+16.9%
5,222
+2.1%
0.30%
+11.3%
Q4 2018$770,000
-13.9%
5,116
+3.3%
0.26%
+7.3%
Q3 2018$894,000
+5.5%
4,954
-0.7%
0.25%
+1.2%
Q2 2018$847,000
+6.9%
4,9910.0%0.24%
+4.7%
Q1 2018$792,000
-1.1%
4,991
-2.8%
0.23%
-8.6%
Q4 2017$801,000
+17.1%
5,136
+7.6%
0.26%
+11.4%
Q3 2017$684,000
-2.1%
4,773
-3.1%
0.23%
-5.4%
Q2 2017$699,000
+2.5%
4,9260.0%0.24%0.0%
Q1 2017$682,000
+7.6%
4,926
+0.0%
0.24%
+1.3%
Q4 2016$634,000
-8.1%
4,925
-10.3%
0.24%
-7.7%
Q3 2016$690,000
-4.0%
5,490
-6.9%
0.26%
-7.2%
Q2 2016$719,000
-5.3%
5,895
-3.6%
0.28%
-6.7%
Q1 2016$759,000
-0.9%
6,115
-2.2%
0.30%
+1.0%
Q4 2015$766,000
+6.5%
6,250
+2.5%
0.30%
+2.1%
Q3 2015$719,000
+37.7%
6,100
+43.0%
0.29%
+75.8%
Q1 2015$522,0004,2650.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,318$10,002,0955.61%
Hobart Private Capital, LLC 40,165$11,374,7284.23%
Polianta Ltd 31,600$8,9494.15%
Financial Freedom, LLC 20,477$5,799,2234.07%
TRUST CO OF OKLAHOMA 34,756$9,842,8993.64%
Centered Wealth LLC dba Miller Equity Capital Advisors 24,175$6,846,3603.47%
Sanctuary Wealth Management, L.L.C. 10,273$2,909,3833.08%
Full Sail Capital, LLC 110,803$31,379,4272.68%
Clarity Wealth Advisors, LLC 20,346$5,762,0932.59%
Axiom Financial Strategies, LLC 13,485$3,818,8472.19%
View complete list of VANGUARD WORLD FDS shareholders