Bradley & Co. Private Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$29,361
-4.9%
1090.0%0.03%0.0%
Q2 2023$30,869
+12.1%
1090.0%0.03%
+3.3%
Q1 2023$27,528
+15.3%
1090.0%0.03%
+3.4%
Q4 2022$23,873
-8.2%
1090.0%0.03%
-6.5%
Q3 2022$26,000
+4.0%
1090.0%0.03%
+10.7%
Q2 2022$25,000
-24.2%
1090.0%0.03%0.0%
Q1 2022$33,000
-10.8%
1090.0%0.03%
-6.7%
Q4 2021$37,000
+8.8%
1090.0%0.03%
+3.4%
Q3 2021$34,0000.0%1090.0%0.03%
-3.3%
Q2 2021$34,000
+6.2%
1090.0%0.03%0.0%
Q1 2021$32,0001090.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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