BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,075,594
-4.9%
3,9930.0%0.72%
+1.8%
Q2 2023$1,130,817
+12.1%
3,9930.0%0.71%
+3.8%
Q1 2023$1,008,432
+16.4%
3,9930.0%0.68%
+2.1%
Q4 2022$866,256
-7.8%
3,9930.0%0.67%
-8.3%
Q3 2022$940,000
+2.7%
3,9930.0%0.73%
+10.6%
Q2 2022$915,000
-26.9%
3,993
-1.4%
0.66%
-13.8%
Q1 2022$1,251,000
-24.3%
4,050
-16.5%
0.77%
-21.2%
Q4 2021$1,652,000
+8.8%
4,849
-0.2%
0.97%
+4.7%
Q3 2021$1,519,000
-2.1%
4,861
-1.6%
0.93%
-1.8%
Q2 2021$1,551,000
+3.9%
4,940
-2.0%
0.95%
+2.2%
Q1 2021$1,493,000
+0.7%
5,0420.0%0.93%
+2.1%
Q4 2020$1,483,000
+10.5%
5,042
-11.8%
0.91%
-3.3%
Q3 2020$1,342,000
+16.4%
5,719
-0.8%
0.94%
-20.7%
Q2 2020$1,153,000
+7.6%
5,766
-6.9%
1.18%
+6.3%
Q1 2020$1,072,000
-19.0%
6,195
-11.3%
1.11%
+9.0%
Q4 2019$1,323,0006,9811.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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