Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,337,811
+125.4%
12,798
+139.9%
0.08%
+167.9%
Q2 2023$1,037,298
+10.5%
5,335
+9.9%
0.03%
+12.0%
Q1 2023$939,060
-40.5%
4,853
-46.5%
0.02%
+8.7%
Q4 2020$1,577,000
+24.5%
9,067
+16.9%
0.02%0.0%
Q3 2020$1,267,000
-50.8%
7,758
-54.9%
0.02%
-54.9%
Q2 2020$2,575,000
-44.1%
17,213
-48.5%
0.05%
-64.1%
Q1 2020$4,608,000
+538.2%
33,436
+646.3%
0.14%
+545.5%
Q4 2019$722,000
+10.4%
4,480
+7.3%
0.02%
-18.5%
Q3 2019$654,000
+36.5%
4,177
+29.6%
0.03%
+28.6%
Q2 2019$479,000
-64.2%
3,222
-65.0%
0.02%
-73.8%
Q1 2019$1,337,000
+22.8%
9,207
+11.0%
0.08%
-43.3%
Q4 2018$1,089,000
+194.3%
8,297
+214.5%
0.14%
+571.4%
Q3 2018$370,000
-10.2%
2,638
-14.0%
0.02%
-30.0%
Q2 2018$412,000
-6.8%
3,069
-5.5%
0.03%
-21.1%
Q1 2018$442,000
-70.5%
3,247
-68.3%
0.04%
-73.8%
Q4 2017$1,497,00010,2480.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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