Apriem Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 565 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$203,030
-0.5%
1,0000.0%0.02%
-3.8%
Q1 2024$204,140
-36.8%
1,000
-44.4%
0.03%
-43.5%
Q3 2021$323,000
-1.8%
1,8000.0%0.05%
-6.1%
Q2 2021$329,000
+2.5%
1,8000.0%0.05%
-2.0%
Q1 2021$321,000
+2.6%
1,8000.0%0.05%
-10.7%
Q4 2020$313,000
+3.6%
1,800
-2.7%
0.06%
+1.8%
Q3 2020$302,000
+9.0%
1,8500.0%0.06%
-3.5%
Q2 2020$277,000
+8.6%
1,8500.0%0.06%
-8.1%
Q1 2020$255,000
-14.4%
1,8500.0%0.06%
+8.8%
Q4 2019$298,000
+547.8%
1,850
+444.1%
0.06%
+470.0%
Q2 2018$46,000
-99.1%
340
-99.1%
0.01%
-99.2%
Q1 2018$4,920,000
-0.9%
36,148
+6.3%
1.20%
-2.5%
Q4 2017$4,966,000
+10.4%
34,008
+4.8%
1.23%
+10.1%
Q3 2017$4,497,000
+12.3%
32,452
+14.3%
1.12%
+5.4%
Q2 2017$4,005,000
+3.1%
28,397
+2.8%
1.06%
+0.6%
Q1 2017$3,885,000
+11.2%
27,622
+5.9%
1.06%
+1.6%
Q4 2016$3,495,000
-0.3%
26,082
+1.8%
1.04%
-0.7%
Q3 2016$3,507,00025,6201.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 266,400$34,944,0009.77%
Blankinship & Foster, LLC 108,689$14,257,0009.59%
Strategic Wealth Management Group, LLC 68,909$9,039,0008.68%
Wolff Financial Management LLC 38,001$4,985,0004.85%
RPg Family Wealth Advisory, LLC 31,412$4,120,312,0004.01%
FIFTH THIRD SECURITIES, INC. 18,596$2,439,0003.44%
New England Investment & Retirement Group, Inc. 44,709$5,864,0003.36%
Main Management LLC 162,672$21,338,0003.26%
Invst, LLC 43,902$5,759,0003.24%
Madden Advisory Services, Inc. 33,871$4,442,0002.68%
View complete list of VANGUARD WORLD FDS shareholders