REILLY FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$80,000
-31.0%
400
-38.5%
0.01%
-40.0%
Q3 2021$116,000
-2.5%
6500.0%0.01%0.0%
Q2 2021$119,000
+2.6%
6500.0%0.01%0.0%
Q1 2021$116,000
+2.7%
6500.0%0.01%
-9.1%
Q4 2020$113,000
+6.6%
6500.0%0.01%0.0%
Q3 2020$106,000
+9.3%
6500.0%0.01%0.0%
Q2 2020$97,000
+7.8%
6500.0%0.01%
-15.4%
Q1 2020$90,000
-14.3%
6500.0%0.01%
+8.3%
Q4 2019$105,000
+2.9%
6500.0%0.01%
-7.7%
Q3 2019$102,000
+5.2%
6500.0%0.01%
+8.3%
Q2 2019$97,000
+3.2%
6500.0%0.01%0.0%
Q1 2019$94,000
+10.6%
6500.0%0.01%0.0%
Q4 2018$85,000
-6.6%
6500.0%0.01%0.0%
Q3 2018$91,000
+4.6%
6500.0%0.01%0.0%
Q2 2018$87,000
-1.1%
6500.0%0.01%0.0%
Q1 2018$88,000
-7.4%
6500.0%0.01%
-7.7%
Q4 2017$95,000
+5.6%
6500.0%0.01%0.0%
Q3 2017$90,000
-2.2%
6500.0%0.01%
-7.1%
Q2 2017$92,000
+1.1%
6500.0%0.01%
-6.7%
Q1 2017$91,000
+4.6%
6500.0%0.02%0.0%
Q4 2016$87,000
-2.2%
6500.0%0.02%
-6.2%
Q3 2016$89,000
-3.3%
6500.0%0.02%
-5.9%
Q2 2016$92,000
+4.5%
6500.0%0.02%
+13.3%
Q1 2016$88,000
-40.5%
650
-43.5%
0.02%
-42.3%
Q4 2015$148,000
+87.3%
1,150
+76.9%
0.03%
+85.7%
Q3 2015$79,000
-2.5%
6500.0%0.01%0.0%
Q2 2015$81,0006500.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders