TD AMERITRADE INVESTMENT MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
TD AMERITRADE INVESTMENT MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2023$1,350
-8.0%
6,941
-8.5%
0.01%
-6.7%
Q1 2023$1,468
-1.1%
7,583
-2.1%
0.02%0.0%
Q4 2022$1,484
-99.9%
7,744
-3.2%
0.02%
+7.1%
Q3 2022$1,374,000
-5.8%
8,000
+1.6%
0.01%
+7.7%
Q2 2022$1,459,000
-26.5%
7,871
-22.3%
0.01%
-13.3%
Q1 2022$1,985,000
+11.6%
10,132
+13.9%
0.02%
+25.0%
Q4 2021$1,778,000
+0.3%
8,894
-18.0%
0.01%
-14.3%
Q3 2021$1,772,000
+12.8%
10,844
+26.0%
0.01%
+27.3%
Q2 2021$1,571,000
-32.1%
8,606
-35.3%
0.01%
-38.9%
Q1 2021$2,312,0000.0%13,2950.0%0.02%0.0%
Q4 2020$2,312,000
+30.5%
13,295
+22.6%
0.02%
+28.6%
Q3 2020$1,772,000
+0.1%
10,844
-8.4%
0.01%
-6.7%
Q2 2020$1,771,000
-30.2%
11,840
-35.7%
0.02%
-37.5%
Q1 2020$2,539,000
-28.2%
18,421
-16.0%
0.02%
-11.1%
Q4 2019$3,536,000
+9.1%
21,934
+5.9%
0.03%
+3.8%
Q3 2019$3,241,000
+16.5%
20,703
+10.8%
0.03%
+13.0%
Q2 2019$2,781,000
+2.2%
18,693
-0.2%
0.02%0.0%
Q1 2019$2,720,000
+0.2%
18,735
-9.4%
0.02%
-8.0%
Q4 2018$2,714,000
+76.3%
20,690
+88.3%
0.02%
+92.3%
Q3 2018$1,539,000
+3.8%
10,985
-0.5%
0.01%0.0%
Q2 2018$1,483,000
+16.4%
11,042
+17.9%
0.01%
-7.1%
Q1 2018$1,274,0009,3620.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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