Williams Jones Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 392 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders