Confluence Wealth Services, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Confluence Wealth Services, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$338,272
-31.9%
1,256
-28.4%
0.07%
-36.2%
Q2 2023$496,657
+12.1%
1,7540.0%0.10%
+1.9%
Q1 2023$442,905
+13.3%
1,754
-1.8%
0.10%
+1.0%
Q4 2022$391,083
-6.4%
1,786
+0.4%
0.10%
-42.4%
Q3 2022$418,000
-14.9%
1,7790.0%0.18%
-18.1%
Q2 2022$491,000
-10.2%
1,779
-0.7%
0.22%
+9.6%
Q1 2022$547,000
-20.1%
1,792
-10.9%
0.20%
-10.9%
Q4 2021$685,0002,0110.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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