Ballentine Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,129,202
-6.1%
11,6560.0%0.05%
-3.8%
Q2 2023$2,266,509
+0.5%
11,6560.0%0.05%
-8.8%
Q1 2023$2,255,669
-1.7%
11,656
-2.6%
0.06%
-16.2%
Q4 2022$2,293,668
+11.5%
11,9730.0%0.07%
-4.2%
Q3 2022$2,057,000
-7.3%
11,9730.0%0.07%
-9.0%
Q2 2022$2,219,000
-5.4%
11,9730.0%0.08%
+6.8%
Q1 2022$2,346,000
-2.0%
11,9730.0%0.07%
+1.4%
Q4 2021$2,393,000
+11.5%
11,9730.0%0.07%
-1.4%
Q3 2021$2,146,000
-1.8%
11,9730.0%0.07%
-2.7%
Q2 2021$2,185,000
+2.4%
11,9730.0%0.08%
-5.1%
Q1 2021$2,134,000
+5.3%
11,973
+2.7%
0.08%
-1.2%
Q4 2020$2,027,000
+6.5%
11,6560.0%0.08%
-4.8%
Q3 2020$1,904,000
+9.2%
11,6560.0%0.08%
+1.2%
Q2 2020$1,743,000
+8.5%
11,6560.0%0.08%
-10.8%
Q1 2020$1,606,000
-14.5%
11,6560.0%0.09%
+9.4%
Q4 2019$1,879,000
+3.0%
11,6560.0%0.08%
-1.2%
Q3 2019$1,825,000
+5.2%
11,6560.0%0.09%
+3.6%
Q2 2019$1,734,000
+2.4%
11,6560.0%0.08%
-5.7%
Q1 2019$1,693,000
+10.7%
11,6560.0%0.09%0.0%
Q4 2018$1,529,000
-6.4%
11,6560.0%0.09%
+3.5%
Q3 2018$1,633,000
+4.3%
11,6560.0%0.08%
-2.3%
Q2 2018$1,565,000
-1.4%
11,6560.0%0.09%
-2.2%
Q1 2018$1,587,000
-6.8%
11,6560.0%0.09%
-4.3%
Q4 2017$1,702,000
+5.4%
11,6560.0%0.09%
+4.5%
Q3 2017$1,615,000
-2.6%
11,6560.0%0.09%
-26.4%
Q2 2017$1,658,000
+1.2%
11,6560.0%0.12%
+4.3%
Q1 2017$1,639,000
+8.3%
11,656
+3.2%
0.12%
-0.9%
Q4 2016$1,514,000
-2.1%
11,3000.0%0.12%
-7.1%
Q3 2016$1,547,000
-3.1%
11,3000.0%0.13%
-6.7%
Q2 2016$1,596,000
+4.4%
11,3000.0%0.14%0.0%
Q1 2016$1,529,000
+4.9%
11,3000.0%0.14%
-4.9%
Q4 2015$1,458,000
+6.4%
11,3000.0%0.14%
-1.4%
Q3 2015$1,370,000
-2.9%
11,3000.0%0.14%
+5.1%
Q2 2015$1,411,000
-1.7%
11,3000.0%0.14%
-2.8%
Q1 2015$1,435,000
+1.4%
11,3000.0%0.14%
-13.5%
Q4 2014$1,415,00011,3000.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders