Congress Wealth Management LLC / DE / - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 356 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders