J.P. Morgan Private Wealth Advisors 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,635,926
-1.6%
47,276
+4.7%
0.02%
-45.7%
Q2 2023$8,779,502
+2.7%
45,150
+2.2%
0.05%
+155.6%
Q1 2023$8,550,875
-27.1%
44,186
-27.8%
0.02%
-30.8%
Q4 2022$11,723,318
+77.0%
61,196
+58.7%
0.03%
+52.9%
Q3 2022$6,623,000
+2.4%
38,551
+10.4%
0.02%0.0%
Q2 2022$6,470,000
-3.6%
34,909
+1.9%
0.02%
+13.3%
Q1 2022$6,714,000
+15.1%
34,269
+17.5%
0.02%
+15.4%
Q4 2021$5,831,000
+16.8%
29,175
+4.8%
0.01%
+8.3%
Q3 2021$4,991,000
-0.6%
27,851
+1.2%
0.01%
-7.7%
Q2 2021$5,022,000
+10.3%
27,518
+7.7%
0.01%
-13.3%
Q1 2021$4,552,000
-18.2%
25,539
-20.2%
0.02%
-16.7%
Q4 2020$5,565,000
+10.2%
31,995
+3.5%
0.02%
-10.0%
Q3 2020$5,052,000
+10.4%
30,923
+1.1%
0.02%
-4.8%
Q2 2020$4,576,000
+15.9%
30,597
+6.8%
0.02%
-4.5%
Q1 2020$3,949,000
-20.7%
28,653
-7.3%
0.02%
-4.3%
Q4 2019$4,981,000
+31.4%
30,899
+27.6%
0.02%
+15.0%
Q3 2019$3,791,000
+131.0%
24,214
+119.5%
0.02%
+122.2%
Q2 2019$1,641,000
-12.5%
11,031
-14.6%
0.01%
-10.0%
Q1 2019$1,876,000
+19.2%
12,922
+7.7%
0.01%0.0%
Q4 2018$1,574,000
-1.4%
12,001
+5.3%
0.01%
+25.0%
Q3 2018$1,597,000
+5.9%
11,399
+1.5%
0.01%0.0%
Q2 2018$1,508,000
+24.8%
11,231
+26.5%
0.01%0.0%
Q1 2018$1,208,000
-6.3%
8,877
+0.6%
0.01%0.0%
Q4 2017$1,289,000
+26.1%
8,828
+19.7%
0.01%
+14.3%
Q3 2017$1,022,000
+9.2%
7,378
+11.2%
0.01%0.0%
Q2 2017$936,000
+46.7%
6,637
+46.2%
0.01%
+40.0%
Q1 2017$638,000
+8.1%
4,539
+3.0%
0.01%0.0%
Q4 2016$590,000
-52.0%
4,406
-51.0%
0.01%
-54.5%
Q3 2016$1,230,000
+449.1%
8,984
+386.4%
0.01%
+266.7%
Q3 2015$224,0001,8470.00%
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