Kovitz Investment Group Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 357 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$408,096
-7.0%
1,515
-2.2%
0.01%
+16.7%
Q2 2023$438,677
+28722.4%
1,549
-74.3%
0.01%
-76.9%
Q1 2023$1,522
+12.8%
6,028
-2.1%
0.03%
-3.7%
Q4 2022$1,349
-99.9%
6,160
+1.0%
0.03%
-18.2%
Q3 2022$1,433,000
+3.8%
6,097
+0.4%
0.03%
+6.5%
Q2 2022$1,381,000
-26.4%
6,073
-1.2%
0.03%
-13.9%
Q1 2022$1,876,000
-46.0%
6,147
-51.3%
0.04%
-56.1%
Q4 2021$3,471,000
-10.4%
12,613
+0.9%
0.08%
+6.5%
Q3 2021$3,876,000
-7.1%
12,506
-5.9%
0.08%
-6.1%
Q2 2021$4,172,000
+25.4%
13,287
+17.9%
0.08%
+5.1%
Q1 2021$3,327,000
-4.1%
11,265
-10.7%
0.08%
-7.1%
Q4 2020$3,471,000
+1.8%
12,613
-13.2%
0.08%
-11.6%
Q3 2020$3,409,000
-14.2%
14,529
-26.9%
0.10%
-22.8%
Q2 2020$3,974,000
+43.9%
19,870
+4.6%
0.12%
+23.0%
Q1 2020$2,761,000
+31.4%
18,996
+71.2%
0.10%
+63.9%
Q4 2019$2,102,000
+129.5%
11,096
+118.3%
0.06%
+110.3%
Q3 2019$916,0005,0840.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders