Kovitz Investment Group Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 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