ATLAS CAPITAL ADVISORS 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
ATLAS CAPITAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$952,624
-35.2%
5,215
-31.0%
0.16%
-29.6%
Q2 2023$1,470,430
+53.2%
7,562
+52.5%
0.22%
+47.7%
Q1 2023$959,859
+11.0%
4,960
+9.9%
0.15%
+4.1%
Q4 2022$864,938
-99.8%
4,515
+44.2%
0.14%
+48.0%
Q3 2022$537,702,000
-28.1%
3,130
-22.4%
0.10%
-22.8%
Q2 2022$747,846,000
-12.4%
4,035
-7.5%
0.13%
-4.5%
Q1 2022$854,168,000
-2.2%
4,360
-0.2%
0.13%
+2.3%
Q4 2021$873,475,000
-0.1%
4,370
-10.4%
0.13%
-7.1%
Q3 2021$874,414,000
+121.7%
4,879
+125.8%
0.14%
+112.1%
Q2 2021$394,404,000
-45.5%
2,161
-46.8%
0.07%
-53.2%
Q1 2021$724,326,000
-46.8%
4,064
-48.1%
0.14%
-50.7%
Q4 2020$1,361,793,000
-12.8%
7,830
-18.1%
0.29%
-22.7%
Q3 2020$1,560,904,000
-2.5%
9,555
-10.7%
0.37%
-1.3%
Q2 2020$1,600,698,000
-5.4%
10,702
-12.8%
0.38%
-25.4%
Q1 2020$1,692,292,000
+25.6%
12,279
+46.9%
0.50%
+49.7%
Q4 2019$1,347,309,000
-23.1%
8,358
-25.3%
0.34%
-36.1%
Q3 2019$1,750,967,000
+19.0%
11,184
+13.1%
0.53%
+8.9%
Q2 2019$1,470,790,000
+22.2%
9,887
+19.3%
0.48%
+11.3%
Q1 2019$1,203,645,000
+191.5%
8,289
+163.3%
0.43%
+163.0%
Q4 2018$412,923,000
+2696.3%
3,148
+2869.8%
0.16%
+3200.0%
Q3 2018$14,767,000
-5.0%
106
-6.2%
0.01%
-16.7%
Q2 2018$15,544,000
-32.8%
113
-33.5%
0.01%
-14.3%
Q1 2018$23,140,0001700.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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