Sigma Planning Corp - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$571,518
-28.6%
2,121
-25.0%
0.02%
-27.6%
Q2 2023$800,966
+21.9%
2,828
+8.7%
0.03%
+31.8%
Q1 2023$657,334
+74.7%
2,602
+51.5%
0.02%
+69.2%
Q4 2022$376,164
-24.2%
1,717
-18.6%
0.01%
-31.6%
Q3 2022$496,000
+1.8%
2,109
-1.5%
0.02%
+11.8%
Q2 2022$487,000
-46.5%
2,141
-28.3%
0.02%
-37.0%
Q1 2022$911,000
-5.9%
2,985
+5.0%
0.03%0.0%
Q4 2021$968,000
+9.0%
2,842
-0.8%
0.03%0.0%
Q3 2021$888,000
-15.3%
2,864
-14.2%
0.03%
-12.9%
Q2 2021$1,048,000
+17.4%
3,337
+10.4%
0.03%
+6.9%
Q1 2021$893,000
+9.6%
3,024
+2.1%
0.03%
+3.6%
Q4 2020$815,000
+37.4%
2,961
+17.1%
0.03%
+21.7%
Q3 2020$593,000
+44.6%
2,529
+23.5%
0.02%
+27.8%
Q2 2020$410,000
+32.7%
2,048
-3.8%
0.02%0.0%
Q1 2020$309,000
-33.3%
2,128
-12.9%
0.02%
-10.0%
Q4 2019$463,000
+12.4%
2,444
+6.9%
0.02%0.0%
Q3 2019$412,000
+7.3%
2,286
+6.8%
0.02%0.0%
Q2 2019$384,000
+0.8%
2,141
-3.0%
0.02%
-9.1%
Q1 2019$381,000
+10.4%
2,208
-3.7%
0.02%
-12.0%
Q4 2018$345,000
-20.7%
2,293
-4.8%
0.02%
-3.8%
Q3 2018$435,000
-17.5%
2,409
-22.4%
0.03%
-25.7%
Q2 2018$527,000
+4.4%
3,104
-2.5%
0.04%
-5.4%
Q1 2018$505,000
+0.6%
3,185
-1.0%
0.04%
-5.1%
Q4 2017$502,000
+14.9%
3,216
+5.4%
0.04%
+8.3%
Q3 2017$437,000
-4.0%
3,052
-4.7%
0.04%
-16.3%
Q2 2017$455,000
-1.7%
3,201
-4.3%
0.04%
-4.4%
Q1 2017$463,000
+74.1%
3,345
+62.1%
0.04%
+55.2%
Q4 2016$266,000
-24.2%
2,064
-26.0%
0.03%
-31.0%
Q3 2016$351,000
-8.1%
2,791
-10.8%
0.04%
-16.0%
Q2 2016$382,000
+80.2%
3,130
+82.8%
0.05%
+72.4%
Q1 2016$212,0001,7120.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders