Private Wealth Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Wealth Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$315,654
-6.1%
1,7280.0%0.21%
-40.2%
Q2 2023$336,010
+0.5%
1,7280.0%0.35%
-24.8%
Q1 2023$334,403
+1.0%
1,7280.0%0.46%
-2.1%
Q4 2022$331,033
+11.5%
1,7280.0%0.47%
+1.3%
Q3 2022$297,000
-7.2%
1,7280.0%0.46%
+17.2%
Q2 2022$320,000
-5.6%
1,7280.0%0.40%
+59.0%
Q1 2022$339,000
-1.7%
1,7280.0%0.25%
+6.4%
Q4 2021$345,000
+11.3%
1,7280.0%0.23%
+14.1%
Q3 2021$310,000
-1.6%
1,7280.0%0.20%
-1.4%
Q2 2021$315,000
+2.3%
1,7280.0%0.21%
-5.5%
Q1 2021$308,000
+2.3%
1,7280.0%0.22%
-12.4%
Q4 2020$301,000
+14.9%
1,728
+7.7%
0.25%
+18.4%
Q3 2020$262,000
-25.8%
1,605
-32.0%
0.21%
-26.9%
Q2 2020$353,000
+18.9%
2,362
+9.3%
0.29%
-16.9%
Q1 2020$297,0002,1620.35%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders