GREAT VALLEY ADVISOR GROUP, INC. - 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
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$291,728
-3.3%
1,083
+1.7%
0.01%
-7.7%
Q2 2023$301,608
+12.1%
1,0650.0%0.01%0.0%
Q1 2023$268,966
+3.7%
1,065
-10.1%
0.01%0.0%
Q4 2022$259,320
-7.7%
1,184
-1.0%
0.01%
-18.8%
Q3 2022$281,000
+3.3%
1,1960.0%0.02%
+6.7%
Q2 2022$272,000
-12.3%
1,196
+17.7%
0.02%
-16.7%
Q1 2022$310,000
-15.1%
1,016
-5.1%
0.02%
-21.7%
Q4 2021$365,000
+38.8%
1,071
+26.0%
0.02%
+27.8%
Q3 2021$263,000
+30.2%
850
+32.4%
0.02%
+20.0%
Q2 2021$202,0006420.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders