Anchor Investment Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 220 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$2,934,696
+12.9%
13,314
-0.2%
0.34%
-1.2%
Q3 2023$2,600,346
-3.4%
13,336
+1.9%
0.34%
-1.2%
Q2 2023$2,690,817
+36.4%
13,092
+26.4%
0.34%
+27.9%
Q1 2023$1,973,320
+6.2%
10,358
+1.8%
0.27%
+0.7%
Q4 2022$1,858,698
+18.5%
10,177
+2.2%
0.27%
+9.9%
Q3 2022$1,568,967
-3.6%
9,959
-0.1%
0.24%
+3.0%
Q2 2022$1,627,547
-10.6%
9,964
+6.4%
0.24%
+2.6%
Q1 2022$1,821,189
-0.7%
9,365
+3.7%
0.23%
+0.9%
Q4 2021$1,833,678
+12.4%
9,035
+4.1%
0.23%
+0.4%
Q3 2021$1,631,505
-3.2%
8,683
+1.2%
0.23%
-2.6%
Q2 2021$1,685,993
+10.5%
8,582
+6.4%
0.23%0.0%
Q1 2021$1,526,463
+6.9%
8,065
-4.0%
0.23%
-9.3%
Q4 2020$1,427,746
+23.7%
8,399
+5.4%
0.26%
+9.8%
Q3 2020$1,153,817
+11.9%
7,970
+0.4%
0.23%
+1.3%
Q2 2020$1,031,175
+16.6%
7,937
-1.0%
0.23%
+1.3%
Q1 2020$884,466
-55.2%
8,018
-37.5%
0.23%
-45.8%
Q4 2019$1,974,742
+11.5%
12,833
+5.9%
0.42%
+3.2%
Q3 2019$1,770,514
+8.6%
12,121
+8.4%
0.41%
+5.2%
Q2 2019$1,629,898
+9.4%
11,179
+4.9%
0.39%
+4.3%
Q1 2019$1,490,495
+92.2%
10,654
+65.4%
0.37%
+68.3%
Q4 2018$775,561
-35.0%
6,441
-20.3%
0.22%
-19.0%
Q3 2018$1,193,430
+12.8%
8,079
+3.7%
0.27%
+4.6%
Q2 2018$1,057,552
+10.2%
7,787
+12.9%
0.26%
+4.0%
Q1 2018$959,720
+33.1%
6,899
+36.2%
0.25%
+31.4%
Q4 2017$720,962
+98.9%
5,064
+87.6%
0.19%
+80.2%
Q3 2017$362,502
+36.8%
2,700
+30.8%
0.11%
+20.5%
Q2 2017$265,038
+17.2%
2,064
+13.0%
0.09%
+12.8%
Q1 2017$226,055
+4.1%
1,827
+0.3%
0.08%
-3.7%
Q4 2016$217,172
+552.7%
1,821
+507.0%
0.08%
+523.1%
Q3 2016$33,271
+4.4%
3000.0%0.01%0.0%
Q2 2016$31,881
+1.0%
3000.0%0.01%0.0%
Q1 2016$31,5633000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders