J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$36,155,201
-19.8%
134,221
-15.6%
0.10%
-56.0%
Q2 2023$45,055,052
+5.2%
159,093
-6.2%
0.23%
+157.1%
Q1 2023$42,842,582
+11.6%
169,640
-3.2%
0.09%
+5.8%
Q4 2022$38,388,511
-2.8%
175,274
+4.3%
0.09%
-16.5%
Q3 2022$39,500,000
+6.5%
168,037
+3.0%
0.10%
+8.4%
Q2 2022$37,093,000
-26.6%
163,075
-1.4%
0.10%
-12.8%
Q1 2022$50,502,000
-9.4%
165,451
+1.1%
0.11%
-9.2%
Q4 2021$55,757,000
+10.6%
163,673
+0.6%
0.12%
-2.4%
Q3 2021$50,410,000
+1.8%
162,630
+3.1%
0.12%
-3.9%
Q2 2021$49,513,000
+7.1%
157,681
+0.7%
0.13%
-14.7%
Q1 2021$46,251,000
+6.2%
156,581
-1.1%
0.15%
+6.4%
Q4 2020$43,547,000
+16.5%
158,249
-0.6%
0.14%
-3.4%
Q3 2020$37,370,000
+16.1%
159,279
-1.0%
0.15%
-0.7%
Q2 2020$32,183,000
+33.6%
160,913
-2.9%
0.15%
+8.1%
Q1 2020$24,090,000
-24.9%
165,737
-2.1%
0.14%
-6.8%
Q4 2019$32,090,000
+6.5%
169,361
+1.2%
0.15%
-7.0%
Q3 2019$30,132,000
+29.3%
167,289
+28.7%
0.16%
+22.7%
Q2 2019$23,311,000
+4.8%
129,947
+0.7%
0.13%
+10.3%
Q1 2019$22,246,000
+9.8%
129,032
-4.1%
0.12%
-5.7%
Q4 2018$20,259,000
-13.3%
134,594
+3.9%
0.12%
+7.9%
Q3 2018$23,377,000
+5.8%
129,548
-0.6%
0.11%
-8.1%
Q2 2018$22,101,000
+8.3%
130,289
+1.3%
0.12%
-10.1%
Q1 2018$20,398,000
+0.3%
128,597
-1.4%
0.14%
+3.0%
Q4 2017$20,333,000
+8.2%
130,368
-0.6%
0.13%
-0.7%
Q3 2017$18,800,000
-1.6%
131,159
-2.5%
0.14%
-6.9%
Q2 2017$19,100,000
+5.1%
134,532
+2.5%
0.14%
+2.8%
Q1 2017$18,168,000
+8.7%
131,197
+1.0%
0.14%
-2.8%
Q4 2016$16,718,000
+2.4%
129,933
+0.1%
0.14%
-4.6%
Q3 2016$16,319,000
+8.4%
129,789
+5.2%
0.15%
+4.1%
Q2 2016$15,053,000
-3.9%
123,404
-2.2%
0.15%
-2.7%
Q1 2016$15,657,000
+1.5%
126,200
+0.2%
0.15%
-5.1%
Q4 2015$15,428,000
+9.1%
125,892
+4.9%
0.16%
-11.2%
Q3 2015$14,146,000
-4.9%
120,040
+0.3%
0.18%
+4.1%
Q2 2015$14,872,000
+2.0%
119,724
+0.6%
0.17%
+3.0%
Q1 2015$14,583,000
+12.9%
119,062
+7.7%
0.17%
+7.8%
Q4 2014$12,919,000
+10.1%
110,532
+2.2%
0.15%
+2.0%
Q3 2014$11,733,000
-1.2%
108,143
-0.6%
0.15%
-24.5%
Q2 2014$11,877,000
+2.4%
108,788
-0.8%
0.20%
-5.7%
Q1 2014$11,600,000
-1.5%
109,635
+0.6%
0.21%
-10.5%
Q4 2013$11,780,000
+10.9%
109,015
+1.4%
0.24%
-1.7%
Q3 2013$10,626,000
+0.8%
107,524
-7.1%
0.24%
-7.3%
Q2 2013$10,544,000115,6900.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,190,132$201,882,0008.55%
TRUST CO OF OKLAHOMA 53,153$9,016,343,0004.48%
Berkeley Capital Partners, LLC 33,512$5,684,0003.32%
Greytown Advisors Inc. 29,899$5,083,0002.37%
FIRST FINANCIAL CORP /IN/ 17,409$2,953,0002.07%
Quantitative Advantage, LLC 37,058$6,286,0001.83%
Triangle Securities Wealth Management 17,675$2,998,0001.68%
FIFTH THIRD SECURITIES, INC. 4,935$839,0001.30%
CUE ADVISORY SERVICES, INC. 11,205$1,901,0001.16%
Visionary Asset Management, Inc. 20,363$3,465,0001.16%
View complete list of VANGUARD WORLD FDS shareholders