MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 430 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$671,822
+8.7%
2,151
+10.6%
0.02%
+12.5%
Q1 2024$617,985
+4.0%
1,945
-0.3%
0.02%
-15.8%
Q4 2023$594,178
+11.7%
1,951
-1.2%
0.02%
-5.0%
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 Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,004,189$129,209,0007.35%
TRUST CO OF OKLAHOMA 63,709$8,197,437,0004.38%
Spruce Investment Advisors LLC 34,304$4,414,0003.43%
FIRST FINANCIAL CORP /IN/ 29,736$3,827,0002.28%
Greytown Advisors Inc. 12,786$1,645,0001.58%
Triangle Securities Wealth Management 13,685$1,761,0001.18%
Westside Investment Management, Inc. 12,672$1,675,597,0001.14%
CUE ADVISORY SERVICES, INC. 10,130$1,303,0001.06%
Visionary Asset Management, Inc. 23,887$3,074,0001.00%
CUMBERLAND ADVISORS INC 9,220$1,186,0000.84%
View complete list of VANGUARD WORLD FDS shareholders