JONES FINANCIAL COMPANIES LLLP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 393 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
JONES FINANCIAL COMPANIES LLLP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$337,251
-4.9%
1,2520.0%0.00%0.0%
Q2 2023$354,566
+10.4%
1,252
-1.6%
0.00%0.0%
Q1 2023$321,244
+15.1%
1,2720.0%0.00%
Q4 2022$279,000
-6.7%
1,2720.0%0.00%
-100.0%
Q3 2022$299,000
+3.5%
1,2720.0%0.00%
Q2 2022$289,000
-25.5%
1,2720.0%0.00%
-100.0%
Q1 2022$388,000
-10.4%
1,2720.0%0.00%0.0%
Q4 2021$433,000
+9.9%
1,2720.0%0.00%0.0%
Q3 2021$394,000
-1.3%
1,2720.0%0.00%0.0%
Q2 2021$399,000
+13.4%
1,272
+6.7%
0.00%0.0%
Q1 2021$352,000
+7.3%
1,1920.0%0.00%0.0%
Q4 2020$328,000
+17.1%
1,1920.0%0.00%0.0%
Q3 2020$280,000
+17.6%
1,1920.0%0.00%0.0%
Q2 2020$238,000
-0.4%
1,192
-5.4%
0.00%
Q4 2019$239,000
+5.3%
1,2600.0%0.00%
-100.0%
Q3 2019$227,000
+0.4%
1,2600.0%0.00%0.0%
Q2 2019$226,000
+4.1%
1,2600.0%0.00%
Q1 2019$217,000
-4.4%
1,2600.0%0.00%
-100.0%
Q3 2018$227,000
-4.6%
1,260
-10.3%
0.00%0.0%
Q2 2018$238,000
-21.5%
1,405
-34.2%
0.00%0.0%
Q2 2017$303,0002,1350.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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