Wealth Alliance - 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
Wealth Alliance ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$287,165
-4.9%
1,0660.0%0.04%0.0%
Q2 2023$301,823
-1.3%
1,066
-12.0%
0.04%
-10.0%
Q1 2023$305,810
+14.8%
1,211
-0.4%
0.05%
+6.4%
Q4 2022$266,423
-6.8%
1,2160.0%0.05%
-16.1%
Q3 2022$286,000
+3.2%
1,216
-0.2%
0.06%
+5.7%
Q2 2022$277,000
-25.5%
1,218
+0.1%
0.05%
-30.3%
Q1 2022$372,000
-9.7%
1,217
+0.7%
0.08%
-8.4%
Q4 2021$412,000
+10.8%
1,209
+0.7%
0.08%
-1.2%
Q3 2021$372,000
-1.3%
1,2010.0%0.08%
-5.6%
Q2 2021$377,000
+6.2%
1,2010.0%0.09%
-10.1%
Q1 2021$355,000
-17.2%
1,201
-23.0%
0.10%
-21.4%
Q4 2020$429,000
+17.2%
1,5600.0%0.13%
-4.5%
Q3 2020$366,000
+14.7%
1,560
-2.1%
0.13%
+4.8%
Q2 2020$319,000
+39.9%
1,594
+1.7%
0.13%
+2.4%
Q1 2020$228,0001,5680.12%
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