GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 429 filers reported holding VANGUARD WORLD FDS in Q1 2024. 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
Q2 2024$312,020
-1.4%
998
+0.3%
0.01%
-10.0%
Q1 2024$316,375
+5.7%
995
+1.2%
0.01%
-9.1%
Q4 2023$299,373
+2.6%
983
-9.2%
0.01%
-8.3%
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 Q1 2024
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 54,092$18,425,00013.43%
CABANA LLC 9,668$3,294,00011.58%
Beacon Capital Management, Inc. 730,779$248,947,0008.29%
Adaptive Financial Consulting, LLC 32,432$11,048,0006.31%
Grant/GrossMendelsohn, LLC 23,897$7,935,0006.30%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 255,880$87,170,0006.25%
Kinloch Capital, LLC 23,176$7,895,0004.89%
TRUST CO OF OKLAHOMA 42,460$14,464,424,0004.89%
EXCHANGE TRADED CONCEPTS, LLC 727,648$247,881,0004.80%
IronBridge Private Wealth, LLC 24,556$8,365,0004.35%
View complete list of VANGUARD WORLD FDS shareholders