Richard C. Young & CO., LTD. - 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
Richard C. Young & CO., LTD. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$253,087
-5.4%
1,385
+0.7%
0.04%
-2.7%
Q2 2023$267,501
+0.5%
1,3760.0%0.04%0.0%
Q1 2023$266,221
+1.5%
1,376
+0.4%
0.04%
+5.7%
Q4 2022$262,382
+13.1%
1,370
+1.5%
0.04%0.0%
Q3 2022$232,000
-33.3%
1,350
-28.2%
0.04%
-22.2%
Q2 2022$348,000
-4.9%
1,879
+0.6%
0.04%
-4.3%
Q1 2022$366,000
-1.6%
1,867
+0.4%
0.05%0.0%
Q4 2021$372,000
+14.1%
1,860
+2.1%
0.05%
+4.4%
Q3 2021$326,000
-86.7%
1,821
-86.5%
0.04%
-85.6%
Q2 2021$2,460,000
+7.0%
13,479
+4.4%
0.31%
+2.6%
Q1 2021$2,300,000
+20.1%
12,905
+17.2%
0.30%
+4.5%
Q4 2020$1,915,000
+11.9%
11,009
+5.1%
0.29%
+5.8%
Q3 2020$1,712,000
+9.8%
10,478
+0.5%
0.28%
+6.2%
Q2 2020$1,559,000
+66.0%
10,423
+53.0%
0.26%
+42.9%
Q1 2020$939,000
+89.7%
6,812
+42.7%
0.18%
+62.5%
Q3 2013$495,000
+0.6%
4,774
-1.0%
0.11%
-8.2%
Q2 2013$492,0004,8200.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders