Valeo Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 228 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$237,000
+13.4%
695
+3.3%
0.01%
+8.3%
Q3 2021$209,000
-1.4%
673
-0.1%
0.01%
-7.7%
Q2 2021$212,000
+6.5%
674
+0.3%
0.01%
+44.4%
Q1 2021$199,000
-4.8%
672
-11.3%
0.01%
-18.2%
Q4 2020$209,000
+16.8%
758
-0.4%
0.01%
-31.2%
Q3 2020$179,000
-35.1%
761
-44.8%
0.02%
-36.0%
Q2 2020$276,000
+8.2%
1,379
-14.8%
0.02%
-7.4%
Q1 2020$255,000
+31.4%
1,618
+57.7%
0.03%
+42.1%
Q4 2019$194,000
+4.9%
1,026
+0.1%
0.02%
-5.0%
Q3 2019$185,000
+0.5%
1,0250.0%0.02%
-4.8%
Q2 2019$184,000
+166.7%
1,025
+156.2%
0.02%
+162.5%
Q1 2019$69,000
+3.0%
400
-9.5%
0.01%
-11.1%
Q4 2018$67,000
-60.6%
442
-57.9%
0.01%
-60.9%
Q3 2018$170,000
+146.4%
1,049
+163.6%
0.02%
+130.0%
Q2 2018$69,000
+86.5%
398
+70.8%
0.01%
+66.7%
Q1 2018$37,000
+2.8%
2330.0%0.01%0.0%
Q4 2017$36,000
+9.1%
233
+0.9%
0.01%
-14.3%
Q3 2017$33,0002310.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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