United Asset Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 335 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$254,000
-18.1%
1,390
-20.1%
0.03%
-24.4%
Q1 2021$310,000
-9.1%
1,740
-11.2%
0.04%
-16.7%
Q4 2020$341,000
+4.0%
1,960
-2.5%
0.05%
-10.0%
Q3 2020$328,000
-17.4%
2,010
-24.3%
0.06%
-23.1%
Q2 2020$397,000
-12.7%
2,655
-19.7%
0.08%
-31.0%
Q1 2020$455,000
-27.3%
3,305
-15.0%
0.11%
-7.4%
Q4 2019$626,000
+1.8%
3,886
-1.1%
0.12%
-9.6%
Q3 2019$615,000
+0.7%
3,929
-4.4%
0.14%
-3.6%
Q2 2019$611,000
+2.3%
4,1100.0%0.14%0.0%
Q1 2019$597,000
+10.8%
4,1100.0%0.14%
-4.8%
Q4 2018$539,0004,1100.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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