VISTA INVESTMENT MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$744,988
-3.3%
2,766
+1.7%
0.39%
+0.3%
Q2 2023$770,493
+11.3%
2,721
-0.8%
0.39%
+6.6%
Q1 2023$692,409
+12.0%
2,742
-2.9%
0.37%
+3.7%
Q4 2022$618,221
-17.8%
2,823
-11.7%
0.35%
-23.8%
Q3 2022$752,000
+16.8%
3,197
+12.8%
0.46%
+19.0%
Q2 2022$644,000
-23.3%
2,833
+3.0%
0.39%
-15.4%
Q1 2022$840,000
-23.1%
2,751
-14.2%
0.46%
-22.4%
Q4 2021$1,092,000
+14.9%
3,206
+4.6%
0.59%
+6.5%
Q3 2021$950,000
+19.0%
3,065
+20.7%
0.56%
+18.3%
Q2 2021$798,000
+6.4%
2,5400.0%0.47%
+0.9%
Q1 2021$750,000
+7.9%
2,540
+0.6%
0.47%
+0.2%
Q4 2020$695,000
+7.8%
2,526
-8.0%
0.47%
-5.3%
Q3 2020$645,000
+19.0%
2,747
+1.3%
0.49%
+5.8%
Q2 2020$542,000
+43.0%
2,712
+4.1%
0.46%
+20.2%
Q1 2020$379,000
+82.2%
2,606
+137.6%
0.39%
+148.1%
Q4 2019$208,000
-15.1%
1,097
-19.3%
0.16%
-27.8%
Q3 2018$245,000
+9.4%
1,360
+3.0%
0.22%
-1.4%
Q2 2018$224,000
+7.2%
1,3200.0%0.22%0.0%
Q1 2018$209,0001,3200.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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