SOA Wealth Advisors, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 392 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$112,878
-4.7%
419
+0.2%
0.03%0.0%
Q2 2023$118,443
+12.1%
4180.0%0.03%
+7.7%
Q1 2023$105,624
+15.6%
418
+0.2%
0.03%
+4.0%
Q4 2022$91,344
-5.8%
417
+0.7%
0.02%
-13.8%
Q3 2022$97,000
+3.2%
4140.0%0.03%
+3.6%
Q2 2022$94,000
-6.9%
414
+24.7%
0.03%
+12.0%
Q1 2022$101,000
-10.6%
332
+0.3%
0.02%
-7.4%
Q4 2021$113,000
+10.8%
331
+0.6%
0.03%
+3.8%
Q3 2021$102,000
-1.0%
3290.0%0.03%0.0%
Q2 2021$103,000
+6.2%
329
-0.6%
0.03%
-3.7%
Q1 2021$97,000
+4.3%
331
+5.4%
0.03%
+8.0%
Q4 2020$93,0003140.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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