WealthOne, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$388,149
-0.7%
1,441
+4.3%
0.16%
+9.8%
Q2 2023$391,035
+24.4%
1,381
+10.9%
0.14%
+16.3%
Q1 2023$314,366
+27.2%
1,245
+10.3%
0.12%
+23.0%
Q4 2022$247,164
-6.7%
1,129
+0.1%
0.10%
-12.3%
Q3 2022$265,000
+7.7%
1,128
+4.3%
0.11%
+12.9%
Q2 2022$246,000
-24.1%
1,081
+1.8%
0.10%
-11.4%
Q1 2022$324,000
-4.7%
1,062
+6.3%
0.11%
-2.6%
Q4 2021$340,0009990.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,190,132$201,882,0008.55%
TRUST CO OF OKLAHOMA 53,153$9,016,343,0004.48%
Berkeley Capital Partners, LLC 33,512$5,684,0003.32%
Greytown Advisors Inc. 29,899$5,083,0002.37%
FIRST FINANCIAL CORP /IN/ 17,409$2,953,0002.07%
Quantitative Advantage, LLC 37,058$6,286,0001.83%
Triangle Securities Wealth Management 17,675$2,998,0001.68%
FIFTH THIRD SECURITIES, INC. 4,935$839,0001.30%
CUE ADVISORY SERVICES, INC. 11,205$1,901,0001.16%
Visionary Asset Management, Inc. 20,363$3,465,0001.16%
View complete list of VANGUARD WORLD FDS shareholders