Community Financial Services Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 293 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Community Financial Services Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,457,463
-20.3%
13,453
-12.8%
0.62%
-19.8%
Q4 2021$3,083,000
+18.6%
15,424
+6.3%
0.77%
+9.2%
Q3 2021$2,600,000
-3.9%
14,504
-2.2%
0.71%
-6.2%
Q2 2021$2,706,000
+11.1%
14,831
+8.5%
0.76%
+4.6%
Q1 2021$2,436,000
+364.0%
13,669
+353.1%
0.72%
+337.6%
Q4 2020$525,000
+14.9%
3,017
+7.8%
0.16%
-2.4%
Q3 2020$457,000
+10.7%
2,799
+1.4%
0.17%
+7.6%
Q2 2020$413,000
-23.8%
2,760
-29.9%
0.16%
-15.1%
Q1 2020$542,000
-16.9%
3,936
-2.6%
0.18%
+9.5%
Q4 2019$652,000
+5.5%
4,040
+2.3%
0.17%
-5.6%
Q3 2019$618,000
+13.0%
3,950
+7.4%
0.18%
-4.3%
Q2 2019$547,000
+29.6%
3,677
+26.7%
0.19%
+29.9%
Q1 2019$422,000
+15.3%
2,903
+4.1%
0.14%
+3.6%
Q4 2018$366,000
-5.2%
2,788
+1.1%
0.14%
+5.3%
Q3 2018$386,000
+13.9%
2,758
+9.2%
0.13%
+9.1%
Q2 2018$339,000
+53.4%
2,525
+55.9%
0.12%
+39.1%
Q1 2018$221,000
+5.7%
1,620
+13.0%
0.09%
+7.4%
Q4 2017$209,0001,4340.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders