Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$189,906
-4.9%
7050.0%0.01%0.0%
Q2 2023$199,656
+12.1%
7050.0%0.01%
-9.1%
Q1 2023$178,048
+50.3%
705
+30.3%
0.01%
+57.1%
Q4 2022$118,490
-6.7%
5410.0%0.01%
-22.2%
Q3 2022$127,000
-13.6%
541
-15.1%
0.01%
+28.6%
Q2 2022$147,000
-24.2%
6370.0%0.01%
-12.5%
Q1 2022$194,000
+120.5%
637
+144.1%
0.01%
+166.7%
Q4 2021$88,000
+8.6%
2610.0%0.00%0.0%
Q3 2021$81,000
-19.8%
261
-18.4%
0.00%
-25.0%
Q2 2021$101,000
-96.6%
320
-96.6%
0.00%
-95.2%
Q1 2021$2,984,000
+2741.9%
9,504
+57.2%
0.08%
+1975.0%
Q4 2020$105,000
+138.6%
6,047
+3049.5%
0.00%
+100.0%
Q3 2020$44,000
+57.1%
192
+31.5%
0.00%0.0%
Q2 2020$28,000
+33.3%
1460.0%0.00%
+100.0%
Q1 2020$21,000
-22.2%
1460.0%0.00%0.0%
Q4 2019$27,000
+3.8%
1460.0%0.00%
-50.0%
Q3 2019$26,0000.0%1460.0%0.00%0.0%
Q2 2019$26,000
+4.0%
1460.0%0.00%0.0%
Q1 2019$25,000
+19.0%
1460.0%0.00%0.0%
Q4 2018$21,000
-19.2%
1460.0%0.00%0.0%
Q3 2018$26,000
+62.5%
146
+52.1%
0.00%
+100.0%
Q2 2018$16,000
+6.7%
960.0%0.00%0.0%
Q1 2018$15,000
+7.1%
960.0%0.00%0.0%
Q4 2017$14,000
+7.7%
960.0%0.00%0.0%
Q3 2017$13,0000.0%960.0%0.00%0.0%
Q2 2017$13,0000.0%960.0%0.00%0.0%
Q1 2017$13,000
-23.5%
96
-29.9%
0.00%
-50.0%
Q4 2016$17,0000.0%1370.0%0.00%0.0%
Q3 2016$17,000
+6.2%
1370.0%0.00%0.0%
Q2 2016$16,000
+220.0%
137
+234.1%
0.00%
+100.0%
Q1 2016$5,000410.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders