Kore Private Wealth LLC - 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
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$651,000
+67.4%
2,770
+62.0%
0.12%
+96.7%
Q2 2022$389,000
+53.1%
1,710
+105.5%
0.06%
+87.5%
Q1 2022$254,000
-66.8%
832
-63.0%
0.03%
-65.6%
Q4 2021$766,000
-68.3%
2,249
-71.1%
0.09%
-63.4%
Q3 2021$2,416,000
+26.6%
7,793
+28.3%
0.25%
+18.7%
Q2 2021$1,908,000
+60.6%
6,076
+51.1%
0.21%
+33.8%
Q1 2021$1,188,000
+108.4%
4,021
+94.1%
0.16%
+81.8%
Q4 2020$570,000
+22.1%
2,072
+4.0%
0.09%
-2.2%
Q3 2020$467,000
+17.6%
1,992
+0.3%
0.09%
+11.1%
Q2 2020$397,000
+177.6%
1,987
+101.5%
0.08%
+138.2%
Q1 2020$143,000
-71.9%
986
-63.2%
0.03%
-64.6%
Q4 2019$508,000
+6.9%
2,682
+0.8%
0.10%
-10.3%
Q3 2019$475,000
+138.7%
2,662
+101.4%
0.11%
+94.5%
Q4 2018$199,0001,3220.06%
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