Accretive Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

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 Q3 2023
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