CASTLE WEALTH MANAGEMENT LLC - 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
CASTLE WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$283,596
-4.8%
1,0500.0%0.20%
-2.9%
Q2 2023$297,933
+12.4%
1,0500.0%0.21%
+1.5%
Q1 2023$265,178
+15.3%
1,0500.0%0.20%
+41.4%
Q4 2022$229,971
-6.9%
1,0500.0%0.14%
-3.3%
Q3 2022$247,000
+3.3%
1,0500.0%0.15%
+7.9%
Q2 2022$239,0001,0500.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 964,313$172,988,0007.92%
TRUST CO OF OKLAHOMA 53,321$9,565,255,0004.28%
Full Sail Capital, LLC 80,805$14,344,0004.08%
FIRST FINANCIAL CORP /IN/ 14,461$2,594,0002.10%
Grace Capital 23,975$4,301,0002.05%
BRANDYWINE OAK PRIVATE WEALTH LLC 56,942$10,214,0002.04%
Quantitative Advantage, LLC 36,991$6,636,0001.84%
Triangle Securities Wealth Management 18,538$3,390,0001.72%
DAGCO, INC. 7,276$1,305,0001.37%
CCG WEALTH MANAGEMENT, LLC 9,704$1,741,0001.24%
View complete list of VANGUARD WORLD FDS shareholders