Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$867,692
-10.2%
3,221
-5.6%
0.01%
-7.1%
Q2 2023$965,900
-17.3%
3,411
-26.2%
0.01%
-26.3%
Q1 2023$1,167,706
+20.8%
4,624
+4.8%
0.02%
+18.8%
Q4 2022$966,279
-72.6%
4,412
-70.6%
0.02%
-75.8%
Q3 2022$3,522,000
+118.1%
14,984
+111.0%
0.07%
+120.0%
Q2 2022$1,615,000
-62.9%
7,101
-50.2%
0.03%
-55.2%
Q1 2022$4,356,000
+88.2%
14,271
+110.0%
0.07%
+91.4%
Q4 2021$2,315,000
+17.2%
6,797
+6.6%
0.04%
+2.9%
Q3 2021$1,976,000
+16.2%
6,374
+17.7%
0.03%
+17.2%
Q2 2021$1,700,000
-100.0%
5,414
-70.7%
0.03%
-39.6%
Q1 2021$5,458,742,000
+401869.2%
18,480
+274.5%
0.05%
+65.5%
Q4 2020$1,358,000
+23.1%
4,934
+4.9%
0.03%
+3.6%
Q3 2020$1,103,000
+13.2%
4,703
-3.4%
0.03%0.0%
Q2 2020$974,000
+22.4%
4,868
-11.1%
0.03%
-3.4%
Q1 2020$796,000
-26.8%
5,476
-4.6%
0.03%
-9.4%
Q4 2019$1,087,000
+13.8%
5,738
+8.2%
0.03%0.0%
Q3 2019$955,000
+16.2%
5,305
+15.7%
0.03%
+6.7%
Q2 2019$822,000
+5.0%
4,585
+1.0%
0.03%
-9.1%
Q1 2019$783,000
+13.2%
4,541
-1.2%
0.03%
-2.9%
Q4 2018$692,000
-37.2%
4,598
-24.7%
0.03%
-35.8%
Q3 2018$1,102,000
+2.4%
6,105
-3.8%
0.05%
-17.2%
Q2 2018$1,076,000
+212.8%
6,343
+192.2%
0.06%
+166.7%
Q1 2018$344,0002,1710.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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