ZRC WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 422 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$75,544
-12.1%
321
-8.8%
0.04%
-16.3%
Q1 2024$85,981
-6.6%
352
-25.4%
0.04%
-21.8%
Q4 2023$92,0310.0%4720.0%0.06%
-30.4%
Q3 2023$92,031
-5.1%
4720.0%0.08%
-3.7%
Q2 2023$97,011
+7.9%
4720.0%0.08%0.0%
Q1 2023$89,9214720.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 153,258$18,454,0006.06%
Spearhead Capital Advisors, LLC 69,446$8,554,0003.67%
Polianta Ltd 51,800$6,237,0003.10%
BRANDYWINE OAK PRIVATE WEALTH LLC 107,660$13,114,0002.95%
FIRST FINANCIAL CORP /IN/ 16,196$1,950,0001.57%
Madden Advisory Services, Inc. 18,884$2,273,0001.37%
NORTHERN CAPITAL MANAGEMENT LLC 35,833$4,315,0001.16%
Private Wealth Advisors, LLC 10,656$1,283,0001.04%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,373$1,249,0001.01%
Kingsview Wealth Management, LLC 30,851$3,715,0000.81%
View complete list of VANGUARD WORLD FDS shareholders