HBK Sorce Advisory LLC - 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
HBK Sorce Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$352,743
-6.0%
1,9310.0%0.02%0.0%
Q2 2023$375,457
+0.5%
1,9310.0%0.02%
-5.9%
Q1 2023$373,662
+88236.2%
1,931
-12.5%
0.02%
+54.5%
Q4 2022$423
-99.8%
2,208
+100.2%
0.01%
-26.7%
Q2 2022$205,000
-3.3%
1,103
+2.1%
0.02%
+25.0%
Q1 2022$212,000
-4.1%
1,080
-2.1%
0.01%
+9.1%
Q4 2021$221,000
+10.0%
1,1030.0%0.01%0.0%
Q2 2021$201,0001,1030.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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