Smith Salley 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
Smith Salley Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$207,302
-11.0%
732
-3.9%
0.02%
-16.7%
Q1 2022$233,000
-10.4%
7620.0%0.02%0.0%
Q4 2021$260,000
+8.8%
762
-1.3%
0.02%
-5.3%
Q3 2021$239,000
-1.2%
7720.0%0.02%
-5.0%
Q2 2021$242,000
+6.1%
7720.0%0.02%0.0%
Q1 2021$228,000
+13.4%
772
+5.5%
0.02%0.0%
Q4 2020$201,0007320.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,117,118$158,597,0007.84%
RFG Advisory, LLC 50,470$7,127,0004.91%
TRUST CO OF OKLAHOMA 65,182$9,253,889,0004.74%
FIRST FINANCIAL CORP /IN/ 26,095$3,704,0002.35%
Greytown Advisors Inc. 18,696$2,662,0002.17%
Kingsview Wealth Management, LLC 20,609$2,926,0001.51%
Triangle Securities Wealth Management 15,785$2,241,0001.48%
Spruce Investment Advisors LLC 5,590$794,0001.40%
Westside Investment Management, Inc. 13,310$1,875,512,0001.22%
CUE ADVISORY SERVICES, INC. 10,165$1,443,0001.04%
View complete list of VANGUARD WORLD FDS shareholders