HBK Sorce Advisory LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

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 Q1 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders