Williams Jones Wealth Management, LLC. - 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
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$666,152
+50.1%
2,473
+57.8%
0.01%
+42.9%
Q2 2023$443,774
+12.1%
1,5670.0%0.01%
+16.7%
Q1 2023$395,746
+33.0%
1,567
+15.3%
0.01%
+20.0%
Q4 2022$297,648
-6.7%
1,3590.0%0.01%
-16.7%
Q3 2022$319,000
+3.2%
1,3590.0%0.01%
+20.0%
Q2 2022$309,000
-25.5%
1,3590.0%0.01%
-16.7%
Q1 2022$415,000
+15.9%
1,359
+29.3%
0.01%
+50.0%
Q4 2021$358,000
+9.8%
1,0510.0%0.00%
-20.0%
Q3 2021$326,000
-1.2%
1,0510.0%0.01%0.0%
Q2 2021$330,000
+6.5%
1,0510.0%0.01%0.0%
Q1 2021$310,000
+7.3%
1,0510.0%0.01%0.0%
Q4 2020$289,000
+17.0%
1,0510.0%0.01%0.0%
Q3 2020$247,000
-9.2%
1,051
-22.7%
0.01%
-16.7%
Q2 2020$272,000
+3.4%
1,360
-24.9%
0.01%
-14.3%
Q1 2020$263,000
-23.3%
1,8100.0%0.01%0.0%
Q4 2019$343,000
-3.4%
1,810
-8.1%
0.01%0.0%
Q3 2019$355,0001,9700.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders