Bay Harbor Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 452 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$256,316
-4.8%
9490.0%0.11%
-1.8%
Q2 2023$269,274
+12.4%
9490.0%0.11%
+7.8%
Q1 2023$239,669
+115125.5%
9490.0%0.10%
+9.7%
Q4 2022$208
-99.9%
9490.0%0.09%
-12.3%
Q3 2022$224,000
+3.7%
9490.0%0.11%
+8.2%
Q2 2022$216,000
-25.5%
9490.0%0.10%
-16.2%
Q1 2022$290,0000.0%9490.0%0.12%0.0%
Q4 2021$290,000
-4.3%
949
-2.5%
0.12%
-8.6%
Q3 2021$303,000
-1.0%
9730.0%0.13%
-1.5%
Q2 2021$306,000
+6.6%
9730.0%0.13%
-1.5%
Q1 2021$287,0009730.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 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