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 ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders