Institute for Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 452 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$971,544
-6.6%
3,607
-1.9%
0.18%
-0.6%
Q2 2023$1,040,628
+5.9%
3,675
-5.6%
0.18%
-6.4%
Q1 2023$982,554
+17.3%
3,891
+1.7%
0.19%
+6.8%
Q4 2022$837,804
-14.2%
3,825
-8.0%
0.18%
-19.6%
Q3 2022$977,000
+117.6%
4,157
+110.8%
0.22%
+148.9%
Q2 2022$449,000
+25.8%
1,972
+68.4%
0.09%
+51.7%
Q1 2022$357,000
-70.4%
1,171
-66.9%
0.06%
-70.6%
Q4 2021$1,207,000
+4.9%
3,542
-4.6%
0.20%
-2.5%
Q3 2021$1,151,000
+10.1%
3,714
+11.6%
0.20%
+10.4%
Q2 2021$1,045,000
+8.0%
3,328
+1.5%
0.18%
-0.5%
Q1 2021$968,000
+30.8%
3,278
+22.0%
0.18%
+25.2%
Q4 2020$740,000
+10.8%
2,687
-5.7%
0.15%
-3.3%
Q3 2020$668,000
+2.3%
2,848
-12.7%
0.15%
-5.0%
Q2 2020$653,000
+59.7%
3,264
+15.9%
0.16%
+27.0%
Q1 2020$409,000
-52.6%
2,817
-38.2%
0.13%
-35.4%
Q4 2019$863,000
+4.2%
4,556
-0.9%
0.20%
-6.7%
Q3 2019$828,000
-19.6%
4,597
-19.9%
0.21%
-8.3%
Q2 2019$1,030,000
-29.9%
5,739
-41.2%
0.23%
-62.2%
Q4 2018$1,470,000
+9.6%
9,765
+17.0%
0.60%
+52.7%
Q1 2018$1,341,000
+42.4%
8,349
+38.2%
0.40%
+82.0%
Q4 2017$942,000
+15.7%
6,042
+6.3%
0.22%
-18.1%
Q3 2017$814,000
-20.5%
5,682
-21.3%
0.26%
-6.0%
Q2 2017$1,024,000
+311.2%
7,221
+255.9%
0.28%
-24.2%
Q4 2015$249,000
+5.1%
2,029
+5.1%
0.37%
+42.5%
Q1 2015$237,000
+61.2%
1,931
+43.2%
0.26%
+86.4%
Q3 2014$147,000
+1.4%
1,348
+1.5%
0.14%
+12.0%
Q2 2014$145,000
-17.1%
1,328
-19.8%
0.12%
-16.7%
Q1 2014$175,000
-16.3%
1,656
-14.4%
0.15%
-0.7%
Q4 2013$209,0001,9350.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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