West Branch Capital LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 393 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,570
-4.9%
870.0%0.01%0.0%
Q2 2023$24,780
+12.1%
870.0%0.01%0.0%
Q1 2023$22,098
+15.3%
870.0%0.01%0.0%
Q4 2022$19,164
-8.7%
870.0%0.01%
-7.7%
Q3 2022$21,000
+5.0%
870.0%0.01%
+8.3%
Q2 2022$20,000
-25.9%
870.0%0.01%
-7.7%
Q1 2022$27,0000.0%87
+11.5%
0.01%
+18.2%
Q4 2021$27,000780.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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