N.E.W. Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 393 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,018,795
-7.0%
11,207
-2.2%
0.43%
-5.1%
Q2 2023$3,244,978
+7.2%
11,459
-4.4%
0.45%
+2.7%
Q1 2023$3,026,624
+10.3%
11,985
-4.3%
0.44%
+2.6%
Q4 2022$2,742,752
-6.9%
12,522
-0.1%
0.43%
-19.7%
Q3 2022$2,947,000
+3.8%
12,539
+0.5%
0.53%
+7.7%
Q2 2022$2,838,000
-18.4%
12,477
+5.9%
0.50%
-24.7%
Q1 2022$3,478,000
-7.1%
11,786
+7.3%
0.66%
+16.6%
Q4 2021$3,743,000
+9.5%
10,988
-0.3%
0.56%
+1.4%
Q3 2021$3,417,000
-4.7%
11,025
-3.5%
0.56%
-7.2%
Q2 2021$3,585,000
+2.1%
11,426
-3.1%
0.60%
-8.8%
Q1 2021$3,510,000
-0.9%
11,786
-8.3%
0.66%
-11.7%
Q4 2020$3,541,000
+51.1%
12,855
+28.8%
0.74%
+12.5%
Q3 2020$2,343,000
+16.6%
9,979
-0.6%
0.66%
+5.9%
Q2 2020$2,009,000
+7.3%
10,042
+1.7%
0.62%
+3.0%
Q4 2019$1,872,0009,8740.61%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders