OPTIMUM INVESTMENT ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 293 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$37,428
+4.5%
1960.0%0.02%
+5.6%
Q3 2023$35,803
-6.1%
1960.0%0.02%
-5.3%
Q2 2023$38,112
+0.5%
1960.0%0.02%
-5.0%
Q1 2023$37,930
+1.0%
1960.0%0.02%0.0%
Q4 2022$37,548
-3.7%
196
-13.7%
0.02%
-4.8%
Q3 2022$39,000
-7.1%
2270.0%0.02%0.0%
Q2 2022$42,000
-6.7%
2270.0%0.02%
+10.5%
Q1 2022$45,000
-70.4%
227
-70.2%
0.02%
-67.8%
Q4 2021$152,000
+11.8%
763
+0.7%
0.06%
+3.5%
Q3 2021$136,000
-1.4%
7580.0%0.06%
+32.6%
Q2 2021$138,000
-4.8%
758
-7.1%
0.04%
+2.4%
Q1 2021$145,000
-17.1%
816
-19.0%
0.04%
-20.8%
Q4 2020$175,000
+8.0%
1,007
+1.5%
0.05%
-1.9%
Q3 2020$162,000
+174.6%
992
+151.8%
0.05%
+157.1%
Q2 2020$59,000
+7.3%
394
-0.5%
0.02%
-8.7%
Q1 2020$55,000
-20.3%
396
-7.0%
0.02%
+15.0%
Q4 2019$69,000
-2.8%
426
-5.8%
0.02%
-9.1%
Q3 2019$71,000
+208.7%
452
+189.7%
0.02%
+214.3%
Q2 2019$23,0000.0%156
+0.6%
0.01%
-12.5%
Q1 2019$23,000
+155.6%
155
+138.5%
0.01%
+166.7%
Q4 2018$9,000650.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders