New England Investment & Retirement Group, Inc. - 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
New England Investment & Retirement Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$426,000
-3.6%
2,376
-1.8%
0.10%
+2.1%
Q2 2021$442,000
-1.3%
2,419
-3.7%
0.10%
-11.1%
Q1 2021$448,000
-91.9%
2,512
-92.1%
0.11%
-91.6%
Q4 2020$5,537,000
+1.9%
31,836
-4.3%
1.29%
-5.7%
Q3 2020$5,435,000
+0.7%
33,273
-7.8%
1.37%
+0.9%
Q2 2020$5,395,000
+6.9%
36,072
-1.5%
1.36%
-36.8%
Q1 2020$5,047,000
-17.6%
36,622
-3.6%
2.15%
+2.1%
Q4 2019$6,126,000
+3.0%
38,000
+0.0%
2.10%
-15.3%
Q3 2019$5,947,000
+48.5%
37,986
+41.1%
2.48%
+53.1%
Q2 2019$4,006,000
-34.8%
26,930
-36.3%
1.62%
-42.2%
Q1 2019$6,141,000
+4.7%
42,290
-5.4%
2.80%
-16.6%
Q4 2018$5,864,000
+1106.6%
44,709
+1134.7%
3.36%
+940.6%
Q2 2018$486,000
-0.6%
3,621
+0.9%
0.32%
+20.5%
Q1 2018$489,000
-48.8%
3,589
-45.1%
0.27%
-46.7%
Q4 2017$955,000
+6.0%
6,542
+0.6%
0.50%
+0.6%
Q3 2017$901,000
-9.8%
6,504
-8.2%
0.50%
-13.3%
Q2 2017$999,000
+0.8%
7,082
+0.5%
0.58%
+5.5%
Q1 2017$991,000
+13.0%
7,046
+7.6%
0.55%
+14.0%
Q4 2016$877,000
-90.4%
6,548
-90.2%
0.48%
-90.5%
Q3 2016$9,170,000
-4.4%
66,993
-1.3%
5.03%
-11.3%
Q2 2016$9,588,000
-0.6%
67,900
-4.7%
5.67%
+7.3%
Q1 2016$9,645,000
-4.7%
71,276
-9.1%
5.28%
-1.1%
Q4 2015$10,124,000
-9.0%
78,438
-14.5%
5.34%
+0.4%
Q3 2015$11,125,000
-8.6%
91,749
-2.2%
5.32%
-8.5%
Q2 2015$12,172,000
-34.7%
93,800
-36.1%
5.81%
-29.5%
Q1 2015$18,636,000
-1.3%
146,751
-2.7%
8.24%
+11.4%
Q4 2014$18,887,000150,8057.40%
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