McKinley Carter Wealth Services, Inc. - 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
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,895,602
-6.1%
10,3770.0%0.15%0.0%
Q2 2023$2,017,845
-4.1%
10,377
-4.5%
0.15%
-7.9%
Q1 2023$2,103,793
-2.0%
10,871
-3.0%
0.16%
-9.9%
Q4 2022$2,147,536
+10.9%
11,210
-0.5%
0.18%
+1.1%
Q3 2022$1,936,000
-7.3%
11,2700.0%0.18%
-2.7%
Q2 2022$2,089,000
-10.3%
11,270
-5.2%
0.18%
+1.6%
Q1 2022$2,328,000
-2.1%
11,885
-0.1%
0.18%
+2.8%
Q4 2021$2,377,000
+10.1%
11,893
-1.2%
0.18%0.0%
Q3 2021$2,158,000
-2.9%
12,042
-1.1%
0.18%
-3.8%
Q2 2021$2,222,000
+2.8%
12,172
+0.3%
0.18%
-0.5%
Q1 2021$2,162,000
+1.5%
12,131
-1.0%
0.18%
-33.7%
Q4 2020$2,131,000
+6.8%
12,251
+0.3%
0.28%
-37.9%
Q3 2020$1,996,000
+9.3%
12,2160.0%0.45%
+0.2%
Q2 2020$1,827,000
+7.0%
12,216
-1.4%
0.45%
-12.2%
Q1 2020$1,707,000
-33.4%
12,385
-22.1%
0.51%
-14.9%
Q4 2019$2,562,000
+1.9%
15,892
-1.1%
0.60%
-6.8%
Q3 2019$2,515,000
+1.5%
16,063
-3.6%
0.64%
-3.7%
Q2 2019$2,479,000
-0.1%
16,663
-2.5%
0.67%
-4.2%
Q1 2019$2,482,000
+3.4%
17,093
-6.6%
0.70%
-12.1%
Q4 2018$2,400,000
-10.3%
18,297
-4.2%
0.79%
-0.1%
Q3 2018$2,676,000
-9.6%
19,096
-13.4%
0.79%
-16.7%
Q2 2018$2,959,000
-27.5%
22,040
-26.5%
0.95%
-28.6%
Q1 2018$4,081,000
-9.9%
29,982
-3.3%
1.33%
-14.4%
Q4 2017$4,530,000
-3.5%
31,017
-8.4%
1.56%
-13.5%
Q3 2017$4,694,000
-24.8%
33,874
-23.5%
1.80%
-34.8%
Q2 2017$6,246,000
+2.8%
44,290
+2.5%
2.76%
-2.2%
Q1 2017$6,078,000
+5.0%
43,215
+0.0%
2.82%
-3.5%
Q4 2016$5,789,000
-2.2%
43,207
-0.1%
2.93%
-4.1%
Q3 2016$5,918,000
-4.1%
43,235
-1.1%
3.05%
-5.0%
Q2 2016$6,171,000
+13.6%
43,697
+8.8%
3.21%
+6.6%
Q1 2016$5,432,000
+70.0%
40,145
+62.1%
3.01%
+64.6%
Q4 2015$3,196,000
+11.6%
24,764
+4.8%
1.83%
+2.6%
Q3 2015$2,865,000
-5.3%
23,628
-2.5%
1.78%
+8.6%
Q2 2015$3,026,000
+0.6%
24,228
+2.3%
1.64%
-15.4%
Q1 2015$3,009,000
-0.6%
23,693
-1.9%
1.94%
-18.1%
Q4 2014$3,026,00024,1632.37%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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