PHILADELPHIA TRUST CO - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
PHILADELPHIA TRUST CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$471
-6.2%
2,5800.0%0.05%0.0%
Q2 2023$502
+0.6%
2,5800.0%0.05%
-5.9%
Q1 2023$499
+1.0%
2,5800.0%0.05%
-3.8%
Q4 2022$494
-99.9%
2,5800.0%0.05%
+6.0%
Q3 2022$443,000
-7.3%
2,5800.0%0.05%
+2.0%
Q2 2022$478,000
-5.3%
2,5800.0%0.05%
+22.5%
Q1 2022$505,000
-2.1%
2,5800.0%0.04%
+8.1%
Q4 2021$516,000
+11.7%
2,5800.0%0.04%
+8.8%
Q3 2021$462,000
-1.9%
2,5800.0%0.03%
+6.2%
Q2 2021$471,000
+1.1%
2,580
-3.7%
0.03%
-15.8%
Q4 2020$466,0002,6800.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders