PINNACLE ASSOCIATES LTD - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 314 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.47 and the average weighting 0.4%.

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 Q3 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders