Destination Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 404 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,773,396
-11.5%
6,583
-7.0%
0.07%
-8.0%
Q2 2023$2,004,961
+8.9%
7,080
-2.9%
0.08%
+7.1%
Q1 2023$1,841,257
+24.0%
7,291
+7.5%
0.07%
+18.6%
Q4 2022$1,485,026
-5.2%
6,780
+1.7%
0.06%
-10.6%
Q3 2022$1,567,000
+5.7%
6,664
+2.3%
0.07%
+10.0%
Q2 2022$1,482,000
-27.8%
6,515
-3.2%
0.06%
-21.1%
Q1 2022$2,054,000
-14.9%
6,730
-5.0%
0.08%
-10.6%
Q4 2021$2,413,000
+4.8%
7,084
-4.6%
0.08%
-4.5%
Q3 2021$2,302,000
-8.7%
7,426
-7.5%
0.09%
-8.2%
Q2 2021$2,520,000
+2.7%
8,025
-3.4%
0.10%
-4.0%
Q1 2021$2,453,000
-0.8%
8,306
-7.6%
0.10%
-6.5%
Q4 2020$2,474,000
+7.1%
8,989
-8.8%
0.11%
-7.7%
Q3 2020$2,311,000
+8.7%
9,852
-7.4%
0.12%
+1.7%
Q2 2020$2,127,000
+35.5%
10,637
-1.5%
0.12%
+19.8%
Q1 2020$1,570,000
-25.6%
10,799
-3.0%
0.10%
-10.3%
Q4 2019$2,109,000
+1.2%
11,130
-3.7%
0.11%
-5.3%
Q3 2019$2,083,000
-3.3%
11,563
-3.7%
0.11%
-5.0%
Q2 2019$2,153,000
+2.1%
12,002
-1.8%
0.12%0.0%
Q1 2019$2,108,000
+10.9%
12,228
-3.1%
0.12%
+4.4%
Q4 2018$1,900,000
-17.8%
12,623
-1.5%
0.11%
-11.6%
Q3 2018$2,312,000
+4.5%
12,811
-1.7%
0.13%
-3.0%
Q2 2018$2,212,000
-2.3%
13,038
-8.7%
0.13%
-3.6%
Q1 2018$2,265,000
+0.8%
14,282
-0.9%
0.14%
+0.7%
Q4 2017$2,248,000
+9.1%
14,413
+0.3%
0.14%
+3.8%
Q3 2017$2,060,000
-6.5%
14,373
-7.4%
0.13%
-10.2%
Q2 2017$2,204,000
+5.0%
15,527
+2.4%
0.15%
+1.4%
Q1 2017$2,100,000
+6.5%
15,167
-1.1%
0.14%0.0%
Q4 2016$1,972,000
+2.7%
15,328
+0.4%
0.14%
-2.0%
Q3 2016$1,921,00015,2740.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders