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

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 294 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,259,627
+43.7%
30,988
+45.2%
0.07%
+26.4%
Q2 2023$2,268,123
+102.4%
21,335
+84.0%
0.05%
+96.3%
Q1 2023$1,120,791
-0.2%
11,594
-15.0%
0.03%
-10.0%
Q3 2022$1,123,000
-3.4%
13,634
+10.4%
0.03%0.0%
Q2 2022$1,162,000
-15.1%
12,353
+8.4%
0.03%0.0%
Q1 2022$1,368,000
-37.6%
11,397
-29.6%
0.03%
-31.8%
Q4 2021$2,194,00016,1840.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders