Institute for Wealth Management, 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
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$236,920
-62.1%
1,297
-59.6%
0.04%
-59.0%
Q2 2023$624,635
+0.7%
3,212
+0.2%
0.10%
-11.0%
Q1 2023$620,292
+4.2%
3,205
+3.1%
0.12%
-5.6%
Q4 2022$595,513
+6.9%
3,109
-4.2%
0.12%0.0%
Q3 2022$557,000
+21.1%
3,244
+30.8%
0.12%
+38.9%
Q2 2022$460,000
-35.3%
2,480
-31.7%
0.09%
-21.7%
Q1 2022$711,000
+1.3%
3,630
+3.4%
0.12%
+0.9%
Q4 2021$702,000
+7.8%
3,510
-3.4%
0.11%0.0%
Q3 2021$651,000
+5.2%
3,633
+7.2%
0.11%
+4.6%
Q2 2021$619,000
+9.8%
3,390
+7.1%
0.11%
+1.9%
Q1 2021$564,000
-17.9%
3,164
-19.9%
0.11%
-21.9%
Q4 2020$687,000
+7.8%
3,951
+1.3%
0.14%
-5.5%
Q3 2020$637,000
-7.7%
3,899
-15.4%
0.14%
-14.2%
Q2 2020$690,000
+39.7%
4,611
+28.7%
0.17%
+11.2%
Q1 2020$494,000
-47.3%
3,584
-38.4%
0.15%
-28.3%
Q4 2019$938,000
+1.6%
5,816
-1.3%
0.21%
-9.0%
Q3 2019$923,000
+1.0%
5,893
-4.1%
0.23%
+15.3%
Q2 2019$914,000
-0.1%
6,146
-1.9%
0.20%
-4.3%
Q4 2017$915,000
+14.8%
6,267
+8.9%
0.21%
-18.5%
Q3 2017$797,000
-19.1%
5,753
-17.5%
0.26%
-4.4%
Q2 2017$985,000
+287.8%
6,973
+254.3%
0.27%
-28.5%
Q4 2015$254,000
+9.5%
1,968
+7.8%
0.38%
+48.6%
Q1 2015$232,000
+54.7%
1,825
+42.9%
0.26%
+78.3%
Q3 2014$150,000
+2.7%
1,277
+1.6%
0.14%
+13.5%
Q2 2014$146,000
-17.0%
1,257
-20.9%
0.13%
-16.6%
Q1 2014$176,000
-13.3%
1,590
-14.0%
0.15%
+3.4%
Q4 2013$203,0001,8480.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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