Joel Isaacson & Co., LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 147 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 1.88 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$385,505
-4.7%
1,431
+0.2%
0.03%
-3.7%
Q2 2023$404,512
+12.1%
1,4280.0%0.03%
+3.8%
Q1 2023$360,733
+15.6%
1,428
+0.3%
0.03%
+8.3%
Q4 2022$311,963
-6.3%
1,424
+0.5%
0.02%
-17.2%
Q3 2022$333,000
+3.4%
1,4170.0%0.03%
+7.4%
Q2 2022$322,000
-23.0%
1,417
+0.2%
0.03%
-12.9%
Q1 2022$418,000
-13.1%
1,414
+0.1%
0.03%
-6.1%
Q4 2021$481,000
+10.6%
1,412
+0.7%
0.03%0.0%
Q3 2021$435,000
-1.1%
1,4020.0%0.03%
-2.9%
Q2 2021$440,000
+6.3%
1,402
+0.1%
0.03%
-5.6%
Q1 2021$414,000
+7.5%
1,4000.0%0.04%
-5.3%
Q4 2020$385,000
+17.4%
1,4000.0%0.04%
-11.6%
Q3 2020$328,000
+17.1%
1,4000.0%0.04%
+7.5%
Q2 2020$280,000
+37.9%
1,4000.0%0.04%
+14.3%
Q1 2020$203,000
-23.4%
1,4000.0%0.04%0.0%
Q4 2019$265,000
+5.2%
1,4000.0%0.04%
-2.8%
Q3 2019$252,000
+0.4%
1,4000.0%0.04%
-2.7%
Q2 2019$251,000
+4.1%
1,4000.0%0.04%
+5.7%
Q1 2019$241,000
+7.6%
1,4000.0%0.04%0.0%
Q4 2018$224,000
-11.5%
1,4000.0%0.04%
-12.5%
Q3 2018$253,000
+6.8%
1,4000.0%0.04%0.0%
Q2 2018$237,000
+6.8%
1,4000.0%0.04%
+2.6%
Q1 2018$222,000
+1.8%
1,4000.0%0.04%
+2.6%
Q4 2017$218,000
+8.5%
1,4000.0%0.04%
+2.7%
Q3 2017$201,000
+11.7%
1,4000.0%0.04%
+2.8%
Q4 2016$180,000
+2.3%
1,4000.0%0.04%0.0%
Q3 2016$176,000
+2.9%
1,4000.0%0.04%0.0%
Q2 2016$171,000
-1.7%
1,4000.0%0.04%
-5.3%
Q1 2016$174,000
+1.2%
1,4000.0%0.04%
-9.5%
Q4 2015$172,000
+4.2%
1,4000.0%0.04%
-4.5%
Q3 2015$165,000
-5.2%
1,4000.0%0.04%
-2.2%
Q2 2015$174,000
+1.8%
1,4000.0%0.04%
+4.7%
Q1 2015$171,000
+4.3%
1,4000.0%0.04%
-2.3%
Q4 2014$164,000
+7.9%
1,4000.0%0.04%
-4.3%
Q3 2014$152,000
-0.7%
1,4000.0%0.05%
-4.2%
Q2 2014$153,000
+3.4%
1,4000.0%0.05%
-4.0%
Q1 2014$148,0001,4000.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
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