Peak Financial Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 249 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 2.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2019$446,000
+100.9%
2,480
+100.0%
0.10%
-1.0%
Q2 2019$222,000
-48.1%
1,240
-50.0%
0.10%
+2.0%
Q1 2019$428,000
-4.5%
2,4800.0%0.10%
-3.0%
Q3 2018$448,000
+106.5%
2,480
+94.1%
0.10%
+1.0%
Q2 2018$217,0000.0%1,278
-6.7%
0.10%
-2.9%
Q1 2018$217,000
-56.6%
1,370
-57.3%
0.10%
+8.4%
Q4 2017$500,000
+8.7%
3,206
+0.1%
0.10%
+6.7%
Q3 2017$460,000
-10.9%
3,204
-11.8%
0.09%
-11.9%
Q2 2017$516,000
+90.4%
3,632
+85.5%
0.10%
-7.3%
Q1 2017$271,000
-42.3%
1,958
-46.4%
0.11%
+6.9%
Q4 2016$470,000
-9.3%
3,654
-11.3%
0.10%
-8.9%
Q3 2016$518,000
+27.3%
4,120
+23.5%
0.11%
-38.5%
Q2 2016$407,000
-68.3%
3,336
-68.2%
0.18%
-69.0%
Q4 2015$1,285,00010,4820.59%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders