MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 393 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$531,737
-10.2%
1,974
-5.6%
0.02%
-9.1%
Q2 2023$592,455
-2.3%
2,092
-12.9%
0.02%
-12.0%
Q1 2023$606,626
+30.0%
2,402
+12.7%
0.02%
+13.6%
Q4 2022$466,732
+55.6%
2,131
+67.0%
0.02%
+37.5%
Q3 2022$300,000
+19.0%
1,276
+15.1%
0.02%
+23.1%
Q2 2022$252,000
-46.3%
1,109
-27.8%
0.01%
-40.9%
Q1 2022$469,000
+28.1%
1,535
+42.8%
0.02%
+37.5%
Q4 2021$366,000
+38.1%
1,075
+25.9%
0.02%
+23.1%
Q3 2021$265,000
-1.1%
8540.0%0.01%
-7.1%
Q2 2021$268,000
+27.0%
854
+19.4%
0.01%
+16.7%
Q1 2021$211,0007150.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,208,180$191,641,0008.28%
TRUST CO OF OKLAHOMA 57,072$9,052,761,0004.37%
Berkeley Capital Partners, LLC 28,755$4,561,0002.63%
Greytown Advisors Inc. 27,373$4,318,0002.16%
FIRST FINANCIAL CORP /IN/ 17,633$2,797,0002.01%
Triangle Securities Wealth Management 17,600$2,792,0001.60%
Quantitative Advantage, LLC 33,120$5,253,0001.54%
Kingsview Wealth Management, LLC 31,016$4,920,0001.22%
Westside Investment Management, Inc. 13,874$2,137,276,0001.17%
FIFTH THIRD SECURITIES, INC. 4,028$639,0001.16%
View complete list of VANGUARD WORLD FDS shareholders