Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q3 2023
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