NorthCrest Asset Manangement, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
NorthCrest Asset Manangement, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$620,068
+0.7%
3,594
+6.3%
0.02%
+4.2%
Q2 2023$615,455
+25.9%
3,382
+23.0%
0.02%
+20.0%
Q1 2023$489,037
+13.5%
2,750
+8.6%
0.02%
-16.7%
Q4 2022$431,000
+29.4%
2,533
+12.8%
0.02%
+33.3%
Q3 2022$333,000
-14.2%
2,245
-7.2%
0.02%
-10.0%
Q2 2022$388,000
-17.3%
2,420
+0.0%
0.02%
-9.1%
Q1 2022$469,000
+2.6%
2,419
+4.2%
0.02%
-12.0%
Q4 2021$457,0002,3210.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders