Westside Investment Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 367 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,601,659
-7.0%
8,768
-0.9%
0.46%
-5.1%
Q2 2023$1,721,359
+0.3%
8,848
-0.2%
0.49%
-3.6%
Q1 2023$1,716,139
+1378.5%
8,868
+6.2%
0.50%
+76.2%
Q4 2022$116,072
-99.9%
8,348
+11.5%
0.29%
+14.9%
Q3 2022$104,257,000
-13.4%
7,488
+10.2%
0.25%
-8.8%
Q2 2022$120,458,000
+0.3%
6,798
+48.7%
0.27%
+3.4%
Q1 2022$120,088,000
+10.7%
4,573
+21.2%
0.26%
+6.9%
Q4 2021$108,448,000
+0.0%
3,773
-1.8%
0.25%
-1.2%
Q3 2021$108,395,000
+18.2%
3,843
+33.3%
0.25%
+17.4%
Q2 2021$91,689,000
+64018.2%
2,883
+259.0%
0.21%
Q1 2021$143,000
+2.9%
8030.0%0.00%
Q4 2020$139,000
+6.1%
8030.0%0.00%
Q3 2020$131,000
+9.2%
8030.0%0.00%
Q2 2020$120,000
+9.1%
8030.0%0.00%
Q1 2020$110,000
-53.8%
803
-49.9%
0.00%
-100.0%
Q2 2019$238,000
-99.9%
1,6030.0%0.00%
-98.7%
Q4 2018$210,265,000
+17.3%
1,603
+19.4%
0.08%
+22.2%
Q2 2018$179,318,000
+0.6%
1,3420.0%0.06%
-35.7%
Q1 2018$178,177,000
-9.4%
1,3420.0%0.10%
-8.4%
Q4 2017$196,696,000
+6.4%
1,3420.0%0.11%
-4.5%
Q3 2017$184,806,000
-0.8%
1,3420.0%0.11%
-8.2%
Q2 2017$186,363,000
-1.1%
1,3420.0%0.12%
+35.6%
Q1 2017$188,498,0001,3420.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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