VISTA INVESTMENT MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 442 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$860,990
-1.3%
2,757
+0.4%
0.35%
-1.7%
Q1 2024$872,064
+4.1%
2,745
-0.3%
0.36%
-8.7%
Q4 2023$838,021
+12.5%
2,752
-0.5%
0.39%
-0.5%
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 Q2 2024
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 54,995$16,242,00014.62%
Beacon Capital Management, Inc. 685,740$202,554,0008.21%
Polianta Ltd 43,500$12,849,0007.12%
Adaptive Financial Consulting, LLC 31,327$9,253,0006.22%
Rye Brook Capital LLC 28,350$8,374,0006.10%
Kinloch Capital, LLC 22,042$6,511,0005.00%
TRUST CO OF OKLAHOMA 46,270$13,667,233,0004.91%
Paragon Wealth Strategies, LLC 54,402$16,069,0004.89%
Tatro Capital, LLC 16,285$4,810,0003.73%
Sanctuary Wealth Management, L.L.C. 9,553$2,822,0003.63%
View complete list of VANGUARD WORLD FDS shareholders