Transform Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$293,000
-85.0%
946
-84.8%
0.03%
-85.8%
Q2 2021$1,954,000
-56.5%
6,222
-59.1%
0.24%
-73.5%
Q1 2021$4,495,000
+284.2%
15,217
+257.9%
0.90%
+268.2%
Q4 2020$1,170,000
-14.3%
4,252
-26.9%
0.24%
+11.4%
Q3 2020$1,365,0005,8160.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders