PRW Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 240 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$331,233
+19.4%
1,307
+18.1%
0.13%
+15.6%
Q1 2023$277,470
-13.6%
1,107
-19.0%
0.11%
-28.8%
Q3 2022$321,000
-9.1%
1,367
-11.9%
0.15%
-26.1%
Q2 2022$353,000
-37.5%
1,552
-16.2%
0.21%
-17.5%
Q1 2022$565,000
-21.3%
1,851
-12.2%
0.25%
-24.9%
Q4 2021$718,000
+12.5%
2,109
+2.5%
0.33%
+4.7%
Q3 2021$638,000
+29.7%
2,057
+23.4%
0.32%
+32.4%
Q1 2021$492,000
+1.2%
1,667
-5.7%
0.24%
-11.7%
Q4 2020$486,000
+17.1%
1,7670.0%0.27%
-8.1%
Q3 2020$415,000
+17.6%
1,7670.0%0.30%
+5.7%
Q2 2020$353,000
+37.4%
1,7670.0%0.28%
-9.9%
Q1 2020$257,000
+127.4%
1,767
+168.9%
0.31%
+197.1%
Q1 2019$113,000
+14.1%
6570.0%0.10%
-14.6%
Q4 2018$99,0006570.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
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