SOA Wealth Advisors, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 452 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.92 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 Q4 2021
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