Simplicity Solutions, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 361 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$552,149
-75.9%
1,813
-78.7%
0.02%
-79.7%
Q3 2023$2,288,298
+122.5%
8,495
+134.0%
0.07%
+164.3%
Q2 2023$1,028,299
+14.4%
3,631
+2.0%
0.03%
+16.7%
Q1 2023$899,078
+47.1%
3,560
+60.3%
0.02%
+166.7%
Q4 2020$611,000
+87.4%
2,221
+59.8%
0.01%
+50.0%
Q3 2020$326,000
-91.8%
1,390
-94.9%
0.01%
-95.1%
Q1 2020$3,964,000
+1616.0%
27,270
+2015.6%
0.12%
+1120.0%
Q2 2019$231,000
-84.8%
1,289
-85.4%
0.01%
-89.0%
Q1 2019$1,522,000
+17.4%
8,830
+2.5%
0.09%
-45.8%
Q4 2018$1,296,000
+283.4%
8,614
+360.4%
0.17%
+784.2%
Q3 2018$338,000
-7.7%
1,871
-13.1%
0.02%
-26.9%
Q2 2018$366,000
-17.9%
2,154
-23.5%
0.03%
-33.3%
Q1 2018$446,000
-12.2%
2,814
-13.6%
0.04%
-20.4%
Q4 2017$508,000
+21.0%
3,256
+10.0%
0.05%
-2.0%
Q2 2017$420,000
+28.4%
2,961
+25.4%
0.05%0.0%
Q1 2017$327,0002,3620.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,004,189$129,209,0007.35%
TRUST CO OF OKLAHOMA 63,709$8,197,437,0004.38%
Spruce Investment Advisors LLC 34,304$4,414,0003.43%
FIRST FINANCIAL CORP /IN/ 29,736$3,827,0002.28%
Greytown Advisors Inc. 12,786$1,645,0001.58%
Triangle Securities Wealth Management 13,685$1,761,0001.18%
Westside Investment Management, Inc. 12,672$1,675,597,0001.14%
CUE ADVISORY SERVICES, INC. 10,130$1,303,0001.06%
Visionary Asset Management, Inc. 23,887$3,074,0001.00%
CUMBERLAND ADVISORS INC 9,220$1,186,0000.84%
View complete list of VANGUARD WORLD FDS shareholders