Waldron Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 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 Q4 2020
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