Fort Point Capital Partners 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
Fort Point Capital Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$204,182
-45.2%
758
-42.4%
0.03%
-41.5%
Q2 2023$372,691
+12.1%
1,3160.0%0.05%
+6.0%
Q1 2023$332,356
+11.2%
1,316
-3.6%
0.05%
+6.4%
Q4 2022$298,962
-14.6%
1,365
-8.3%
0.05%
-19.0%
Q3 2022$350,000
+3.6%
1,4880.0%0.06%
+5.5%
Q2 2022$338,000
-29.1%
1,488
-4.9%
0.06%
-17.9%
Q1 2022$477,000
-8.4%
1,564
+2.3%
0.07%
-4.3%
Q4 2021$521,000
+7.6%
1,529
-2.0%
0.07%
-4.1%
Q3 2021$484,000
-0.4%
1,561
+0.9%
0.07%
-18.0%
Q2 2021$486,000
+26.2%
1,547
+18.6%
0.09%
+7.2%
Q1 2021$385,000
-39.6%
1,304
-43.7%
0.08%
-43.2%
Q4 2020$637,0002,3160.15%
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