Accretive Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 371 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$465,471
-5.8%
1,728
-1.0%
0.28%
-5.5%
Q2 2023$494,184
+12.1%
1,7450.0%0.29%
+3.9%
Q1 2023$440,700
+15.3%
1,7450.0%0.28%
+7.2%
Q4 2022$382,190
-6.8%
1,7450.0%0.26%
-15.7%
Q3 2022$410,000
+3.3%
1,7450.0%0.31%
+8.3%
Q2 2022$397,000
-25.5%
1,7450.0%0.29%
-13.8%
Q1 2022$533,000
-10.3%
1,7450.0%0.33%
-11.6%
Q4 2021$594,000
+9.8%
1,7450.0%0.38%
-1.0%
Q3 2021$541,000
-1.3%
1,7450.0%0.38%
-3.3%
Q2 2021$548,0001,7450.40%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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