Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$856,057
+10.5%
3,178
+16.2%
0.02%0.0%
Q2 2023$774,509
-40.3%
2,734
-46.8%
0.02%
-41.9%
Q1 2023$1,297,564
+44.2%
5,137
+25.0%
0.03%
+34.8%
Q4 2022$899,952
+95.6%
4,109
+110.0%
0.02%
+91.7%
Q3 2022$460,000
+9.3%
1,957
+5.6%
0.01%
+9.1%
Q2 2022$421,000
-25.6%
1,8530.0%0.01%
-8.3%
Q1 2022$566,000
-15.8%
1,853
-6.0%
0.01%
-7.7%
Q4 2021$672,0001,9720.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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