MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$561,691
+5.9%
3,075
+12.7%
0.01%
+8.3%
Q2 2023$530,460
-16.0%
2,728
-16.4%
0.01%
-20.0%
Q1 2023$631,843
+1.5%
3,265
+0.4%
0.02%
-11.8%
Q4 2022$622,411
+95.1%
3,253
+75.2%
0.02%
+41.7%
Q3 2022$319,000
+6.0%
1,857
+14.3%
0.01%
+20.0%
Q2 2022$301,000
+692.1%
1,624
-95.7%
0.01%
+150.0%
Q2 2018$38,00038,2030.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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