ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 272 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 1.98 and the average weighting 0.3%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$117,000
+17.0%
4250.0%0.02%
-5.3%
Q3 2020$100,000
+17.6%
4250.0%0.02%
+11.8%
Q2 2020$85,000
+37.1%
4250.0%0.02%
+6.2%
Q1 2020$62,000
-23.5%
4250.0%0.02%
-5.9%
Q4 2019$81,000
+5.2%
4250.0%0.02%
+6.2%
Q3 2019$77,000
-66.1%
425
-66.3%
0.02%
-71.4%
Q3 2018$227,000
+6.1%
1,2600.0%0.06%
-3.4%
Q2 2018$214,000
+7.0%
1,2600.0%0.06%
+5.5%
Q1 2018$200,000
+1.5%
1,2600.0%0.06%
+5.8%
Q4 2017$197,000
+8.8%
1,2600.0%0.05%
+6.1%
Q3 2017$181,000
+1.1%
1,2600.0%0.05%
-3.9%
Q2 2017$179,000
+2.9%
1,2600.0%0.05%
+2.0%
Q1 2017$174,000
+7.4%
1,2600.0%0.05%
-2.0%
Q4 2016$162,000
+2.5%
1,2600.0%0.05%
-3.8%
Q3 2016$158,0001,2600.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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 DBA Harper Investing 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