Williams Jones Wealth Management, LLC. - 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
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 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