LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - 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
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$122,679
-6.2%
4620.0%0.00%0.0%
Q2 2023$130,838
+12.1%
4620.0%0.00%0.0%
Q1 2023$116,678
+15.3%
4620.0%0.00%0.0%
Q4 2022$101,187
-7.2%
4620.0%0.00%0.0%
Q3 2022$109,000
+3.8%
4620.0%0.00%0.0%
Q2 2022$105,000
-25.5%
4620.0%0.00%0.0%
Q1 2022$141,000
-34.4%
462
-26.8%
0.00%
-50.0%
Q4 2021$215,000
-0.9%
631
-10.0%
0.00%0.0%
Q3 2021$217,000
+9.6%
701
+11.1%
0.00%0.0%
Q2 2021$198,000
-52.2%
631
-54.9%
0.00%
-60.0%
Q1 2021$414,000
+7.5%
1,4000.0%0.01%
+25.0%
Q4 2020$385,000
+17.4%
1,4000.0%0.00%0.0%
Q3 2020$328,000
+17.1%
1,4000.0%0.00%0.0%
Q2 2020$280,000
+37.9%
1,4000.0%0.00%
+33.3%
Q1 2020$203,000
-23.4%
1,4000.0%0.00%
-25.0%
Q4 2019$265,000
+5.2%
1,4000.0%0.00%0.0%
Q3 2019$252,000
+0.4%
1,4000.0%0.00%0.0%
Q2 2019$251,000
+4.1%
1,4000.0%0.00%0.0%
Q1 2019$241,000
+14.2%
1,4000.0%0.00%0.0%
Q4 2018$211,000
-16.6%
1,4000.0%0.00%0.0%
Q3 2018$253,000
+6.8%
1,4000.0%0.00%0.0%
Q2 2018$237,000
+6.8%
1,4000.0%0.00%0.0%
Q1 2018$222,000
+1.8%
1,4000.0%0.00%0.0%
Q4 2017$218,000
+8.5%
1,4000.0%0.00%0.0%
Q3 2017$201,000
-0.5%
1,4000.0%0.00%0.0%
Q2 2017$202,000
+4.1%
1,4000.0%0.00%0.0%
Q1 2017$194,000
+7.8%
1,4000.0%0.00%0.0%
Q4 2016$180,000
+2.3%
1,4000.0%0.00%0.0%
Q3 2016$176,000
+2.9%
1,4000.0%0.00%0.0%
Q2 2016$171,000
-1.7%
1,4000.0%0.00%0.0%
Q1 2016$174,000
+1.2%
1,4000.0%0.00%0.0%
Q4 2015$172,0001,4000.00%
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