ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 351 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
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 Q4 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 54,092$18,425,00013.43%
CABANA LLC 9,668$3,294,00011.58%
Beacon Capital Management, Inc. 730,779$248,947,0008.29%
Adaptive Financial Consulting, LLC 32,432$11,048,0006.31%
Grant/GrossMendelsohn, LLC 23,897$7,935,0006.30%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 255,880$87,170,0006.25%
Kinloch Capital, LLC 23,176$7,895,0004.89%
TRUST CO OF OKLAHOMA 42,460$14,464,424,0004.89%
EXCHANGE TRADED CONCEPTS, LLC 727,648$247,881,0004.80%
IronBridge Private Wealth, LLC 24,556$8,365,0004.35%
View complete list of VANGUARD WORLD FDS shareholders