CCG WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 368 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 1.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
CCG WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$212,000
-10.2%
6940.0%0.10%
-15.4%
Q4 2021$236,000
-4.5%
694
-12.8%
0.12%
-14.0%
Q3 2021$247,000
-1.2%
7960.0%0.14%
-26.3%
Q2 2021$250,000
+6.4%
7960.0%0.19%
-16.4%
Q1 2021$235,000
+7.3%
7960.0%0.23%
+0.4%
Q4 2020$219,000
-78.2%
796
-88.5%
0.23%
-76.0%
Q1 2020$1,003,000
-44.2%
6,902
-27.2%
0.96%
-15.3%
Q4 2019$1,796,000
+2.1%
9,478
-3.0%
1.14%
-5.2%
Q3 2019$1,759,000
+1.0%
9,768
+0.7%
1.20%
-3.5%
Q2 2019$1,741,000
+2.7%
9,704
-1.3%
1.24%
-8.6%
Q1 2019$1,695,000
+112.4%
9,831
+85.5%
1.36%
+75.3%
Q4 2018$798,0005,3000.78%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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