Westside Investment Management, Inc. - 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
Westside Investment Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,449,642
-4.8%
20,231
+0.2%
1.57%
-2.9%
Q2 2023$5,724,628
+12.3%
20,186
+0.0%
1.62%
+8.0%
Q1 2023$5,095,479
+884.1%
20,176
+2.8%
1.50%
+17.3%
Q4 2022$517,766
-99.9%
19,629
+4.1%
1.28%
-3.3%
Q3 2022$551,595,000
-18.4%
18,847
+3.3%
1.32%
-13.9%
Q2 2022$675,905,000
-0.1%
18,252
+5.5%
1.53%
+3.0%
Q1 2022$676,863,000
+2.4%
17,302
+5.4%
1.49%
-1.4%
Q4 2021$660,770,000
+0.1%
16,417
-0.9%
1.51%
-1.0%
Q3 2021$660,378,000
-0.6%
16,572
-3.3%
1.52%
-1.2%
Q2 2021$664,144,000
+11.6%
17,142
+0.8%
1.54%
-2.0%
Q1 2021$595,192,000
+19.2%
17,007
+4.4%
1.57%
+14.8%
Q4 2020$499,311,000
+17.4%
16,290
+6.3%
1.37%
+605.7%
Q3 2020$425,488,000
+17.3%
15,321
-1.5%
0.19%
-9.3%
Q2 2020$362,750,000
+37.6%
15,551
-0.4%
0.21%
+18.9%
Q1 2020$263,638,000
+45.1%
15,621
+12.8%
0.18%
-55.2%
Q2 2019$181,673,000
-91.5%
13,843
-2.0%
0.40%
-48.6%
Q4 2018$2,135,724,000
-25.1%
14,124
-13.1%
0.78%
-14.3%
Q3 2018$2,852,484,000
+13.6%
16,251
+10.0%
0.91%
+3.2%
Q2 2018$2,510,692,000
+17.5%
14,774
+6.5%
0.88%
-24.7%
Q1 2018$2,137,276,000
-3.5%
13,874
+0.7%
1.17%
-2.2%
Q4 2017$2,214,426,000
+14.6%
13,774
+3.5%
1.20%
+2.9%
Q3 2017$1,931,536,000
+3.0%
13,3100.0%1.17%
-4.7%
Q2 2017$1,875,512,000
-2.4%
13,310
-5.0%
1.22%
+33.5%
Q1 2017$1,920,912,000
+14.6%
14,010
+10.6%
0.92%
-19.6%
Q4 2016$1,675,597,00012,6721.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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