Charter Oak Capital Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VCEB and the CUSIP is 921910691. A total of 38 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2022$67,000
-26.4%
1,064
-20.2%
0.01%
-18.2%
Q1 2022$91,000
-32.6%
1,334
-27.3%
0.01%
-31.2%
Q4 2021$135,000
-35.7%
1,834
-35.6%
0.02%
-38.5%
Q3 2021$210,000
+12.3%
2,847
+13.5%
0.03%
+8.3%
Q2 2021$187,000
+2.7%
2,508
+0.2%
0.02%
-7.7%
Q1 2021$182,000
-4.7%
2,504
+0.1%
0.03%
-10.3%
Q4 2020$191,0002,5010.03%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Clear Perspectives Financial Planning, LLC 2,000$152,0000.10%
Column Capital Advisors, LLC 3,830$292,0000.07%
Human Investing LLC 3,083$235,0000.07%
West Financial Advisors, LLC 2,209$168,0000.06%
WEDBUSH SECURITIES INC 4,414$337,0000.03%
Charter Oak Capital Management, LLC 2,501$191,0000.03%
Sowell Financial Services LLC 2,366$180,0000.01%
WHITTIER TRUST CO 1,202$92,0000.00%
OSAIC HOLDINGS, INC. 3,076$235,0000.00%
Creative Planning 4,279$326,0000.00%
View complete list of VANGUARD WORLD FD shareholders