Waldron Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 314 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.47 and the average weighting 0.4%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$848
+7.2%
3,3610.0%0.04%
-16.3%
Q4 2022$791
-99.9%
3,3610.0%0.05%0.0%
Q3 2022$791,000
+3.5%
3,3610.0%0.05%
+14.0%
Q2 2022$764,000
-25.5%
3,3610.0%0.04%
-18.9%
Q1 2022$1,025,000
-10.4%
3,3610.0%0.05%
-5.4%
Q4 2021$1,144,000
+9.3%
3,3610.0%0.06%
-8.2%
Q3 2021$1,047,000
-0.8%
3,3610.0%0.06%
-9.0%
Q2 2021$1,055,000
+6.4%
3,3610.0%0.07%
-2.9%
Q1 2021$992,000
+7.4%
3,3610.0%0.07%0.0%
Q4 2020$924,000
+17.3%
3,3610.0%0.07%
+3.0%
Q3 2020$788,000
+17.3%
3,3610.0%0.07%
+13.6%
Q2 2020$672,000
+37.7%
3,3610.0%0.06%
+13.5%
Q1 2020$488,0003,3610.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders