Stonebridge Financial Planning Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,368,434
+5.8%
5,080
+11.2%
0.88%
+11.4%
Q2 2023$1,293,639
+7.2%
4,568
-4.4%
0.79%
+1.2%
Q1 2023$1,206,667
-29.5%
4,778
-38.9%
0.78%
-31.7%
Q4 2022$1,711,999
-18.7%
7,817
-12.7%
1.14%
-22.6%
Q3 2022$2,106,000
-6.1%
8,958
-9.1%
1.47%
-3.2%
Q2 2022$2,242,000
-28.0%
9,856
-3.4%
1.52%
-12.7%
Q1 2022$3,114,000
+3.4%
10,203
+0.3%
1.74%
+10.3%
Q4 2021$3,012,000
-9.0%
10,170
+7.1%
1.58%
-2.4%
Q3 2021$3,310,000
+14.7%
9,494
+5.9%
1.62%
+5.8%
Q2 2021$2,885,000
+12.4%
8,963
+8.4%
1.53%
+2.1%
Q1 2021$2,566,000
+24.9%
8,266
+10.7%
1.50%
+15.1%
Q4 2020$2,055,000
+35.6%
7,468
+21.6%
1.30%
+19.6%
Q3 2020$1,515,000
+635.4%
6,141
+508.0%
1.09%
+522.3%
Q2 2020$206,000
+31.2%
1,0100.0%0.18%
+12.2%
Q1 2020$157,000
-17.8%
1,0100.0%0.16%
-9.8%
Q4 2019$191,0001,0100.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,190,132$201,882,0008.55%
TRUST CO OF OKLAHOMA 53,153$9,016,343,0004.48%
Berkeley Capital Partners, LLC 33,512$5,684,0003.32%
Greytown Advisors Inc. 29,899$5,083,0002.37%
FIRST FINANCIAL CORP /IN/ 17,409$2,953,0002.07%
Quantitative Advantage, LLC 37,058$6,286,0001.83%
Triangle Securities Wealth Management 17,675$2,998,0001.68%
FIFTH THIRD SECURITIES, INC. 4,935$839,0001.30%
CUE ADVISORY SERVICES, INC. 11,205$1,901,0001.16%
Visionary Asset Management, Inc. 20,363$3,465,0001.16%
View complete list of VANGUARD WORLD FDS shareholders