Realta Investment Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 404 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$179,0670.0%6320.0%0.04%
+5.1%
Q2 2023$179,067
+24.1%
632
-4.1%
0.04%
+11.4%
Q4 2022$144,340
-8.1%
659
-1.5%
0.04%
-14.6%
Q3 2022$157,000
-32.9%
669
-12.8%
0.04%
-12.8%
Q1 2022$234,000
-40.6%
767
-33.7%
0.05%
-46.0%
Q4 2021$394,000
+10.1%
1,157
+0.1%
0.09%
+3.6%
Q3 2021$358,000
-1.4%
1,1560.0%0.08%
-2.3%
Q2 2021$363,000
+17.9%
1,156
+11.0%
0.09%
+6.2%
Q1 2021$308,000
+4.1%
1,041
-3.1%
0.08%
-3.6%
Q4 2020$296,000
+13.8%
1,074
-3.1%
0.08%
-3.4%
Q3 2020$260,000
+17.6%
1,108
+0.1%
0.09%
+19.2%
Q2 2020$221,000
+10.5%
1,107
+1.8%
0.07%
+32.7%
Q4 2019$200,000
+1.5%
1,087
-0.9%
0.06%
+3.8%
Q3 2019$197,0000.0%1,0970.0%0.05%
-3.6%
Q2 2019$197,000
+3.7%
1,097
+0.1%
0.06%
-36.8%
Q1 2019$190,0001,0960.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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 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