PINNACLE ASSOCIATES LTD - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 272 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 1.98 and the average weighting 0.3%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$439,612
-4.9%
1,6320.0%0.01%0.0%
Q2 2023$462,182
+12.1%
1,6320.0%0.01%0.0%
Q1 2023$412,162
+4.1%
1,632
-9.7%
0.01%
-11.1%
Q4 2022$395,769
-6.9%
1,8070.0%0.01%
-10.0%
Q3 2022$425,000
-62.9%
1,807
-64.1%
0.01%
-60.0%
Q2 2022$1,145,000
+129.9%
5,032
+208.3%
0.02%
+177.8%
Q1 2022$498,000
-7.3%
1,632
+3.6%
0.01%0.0%
Q4 2021$537,000
+10.0%
1,5750.0%0.01%0.0%
Q3 2021$488,000
-1.4%
1,5750.0%0.01%0.0%
Q2 2021$495,000
+6.5%
1,5750.0%0.01%0.0%
Q1 2021$465,000
-3.5%
1,575
-10.0%
0.01%
-10.0%
Q4 2020$482,000
+17.3%
1,7500.0%0.01%0.0%
Q3 2020$411,000
+17.4%
1,7500.0%0.01%
+11.1%
Q2 2020$350,000
+37.8%
1,7500.0%0.01%
+12.5%
Q1 2020$254,000
-86.1%
1,750
-81.8%
0.01%
-80.0%
Q4 2019$1,825,000
+85.1%
9,631
+75.9%
0.04%
+73.9%
Q3 2019$986,000
+210.1%
5,475
+208.5%
0.02%
+228.6%
Q2 2019$318,000
-4.8%
1,775
-8.4%
0.01%
-12.5%
Q1 2019$334,000
+15.2%
1,938
+0.7%
0.01%
+14.3%
Q4 2018$290,000
-16.4%
1,9250.0%0.01%0.0%
Q3 2018$347,000
-10.1%
1,925
-15.4%
0.01%
-12.5%
Q2 2018$386,000
+1.3%
2,275
-5.2%
0.01%
+14.3%
Q1 2018$381,0002,4000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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