BRANDYWINE OAK 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
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$356,436
-4.9%
1,3230.0%0.04%0.0%
Q2 2023$374,735
+10.5%
1,323
-1.5%
0.04%
+5.0%
Q1 2023$339,230
+7.2%
1,343
-7.1%
0.04%
+2.6%
Q4 2022$316,485
-47.9%
1,445
-44.1%
0.04%
-52.4%
Q3 2022$607,000
-4.1%
2,583
-7.2%
0.08%
+1.2%
Q2 2022$633,000
-96.0%
2,784
-94.6%
0.08%
-95.5%
Q1 2022$15,778,000
-7.0%
51,695
+2.9%
1.80%
-2.6%
Q4 2021$16,970,000
-3.5%
50,216
-13.0%
1.85%
-9.3%
Q3 2021$17,580,000
-2.2%
57,690
+0.8%
2.04%
-2.7%
Q2 2021$17,978,000
-4.0%
57,255
-9.7%
2.10%
-23.9%
Q1 2021$18,724,000
+6.2%
63,392
-1.1%
2.76%
+2.6%
Q4 2020$17,639,000
+18.9%
64,101
+1.4%
2.69%
+8.4%
Q3 2020$14,833,000
+41.5%
63,222
+20.6%
2.48%
+33.1%
Q2 2020$10,482,000
+27.3%
52,402
-7.5%
1.86%
+9.5%
Q1 2020$8,237,000
-25.4%
56,628
-2.9%
1.70%
-15.4%
Q4 2019$11,048,000
+4.9%
58,309
-0.3%
2.01%
+0.7%
Q3 2019$10,536,000
+3.2%
58,499
+2.7%
2.00%
-2.2%
Q2 2019$10,214,000
+6.0%
56,942
+1.9%
2.04%
+1.6%
Q1 2019$9,635,000
+28.4%
55,888
+13.7%
2.01%
+19.1%
Q4 2018$7,505,00049,1691.69%
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