WealthOne, 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
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 Q3 2023
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders