SHEETS SMITH WEALTH MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 373 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$987,538
-0.5%
4,8640.0%0.12%
+6.3%
Q1 2024$992,937
+52.3%
4,864
+42.5%
0.11%
+19.4%
Q4 2023$651,937
+4.5%
3,4140.0%0.09%
-2.1%
Q3 2023$623,635
-6.1%
3,4140.0%0.10%
-2.1%
Q2 2023$663,852
+0.5%
3,4140.0%0.10%
-4.0%
Q1 2023$660,677
+1.0%
3,4140.0%0.10%
-1.0%
Q4 2022$654,020
+11.6%
3,4140.0%0.10%
+4.1%
Q3 2022$586,000
-7.4%
3,4140.0%0.10%
-5.8%
Q2 2022$633,000
-5.4%
3,414
-0.1%
0.10%
+13.0%
Q1 2022$669,000
-2.0%
3,4160.0%0.09%
+8.2%
Q4 2021$683,000
+11.6%
3,4160.0%0.08%
+2.4%
Q3 2021$612,000
-1.8%
3,4160.0%0.08%
-1.2%
Q2 2021$623,000
+2.3%
3,4160.0%0.08%
-6.7%
Q1 2021$609,000
+2.5%
3,4160.0%0.09%0.0%
Q4 2020$594,000
+6.5%
3,4160.0%0.09%
-7.2%
Q3 2020$558,000
+9.2%
3,4160.0%0.10%
-4.9%
Q2 2020$511,000
+8.5%
3,4160.0%0.10%
+3.0%
Q1 2020$471,0003,4160.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders