Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 472 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$19,880
-5.9%
1090.0%0.00%0.0%
Q2 2023$21,117
-53.7%
109
-53.8%
0.00%0.0%
Q1 2023$45,593
+119.4%
236
+118.5%
0.00%0.0%
Q4 2022$20,777
-42.3%
108
-48.8%
0.00%0.0%
Q3 2022$36,000
+414.3%
211
+455.3%
0.00%
Q1 2021$7,000
-80.0%
38
-82.2%
0.00%
-100.0%
Q4 2020$35,0000.0%2130.0%0.00%0.0%
Q3 2020$35,000
+9.4%
2130.0%0.00%0.0%
Q2 2020$32,000
+6.7%
213
-0.9%
0.00%
-50.0%
Q1 2020$30,000
+400.0%
215
+481.1%
0.00%
Q4 2019$6,000
+500.0%
37
+428.6%
0.00%
Q3 2019$1,000
-80.0%
7
-79.4%
0.00%
Q2 2019$5,000
+400.0%
34
+385.7%
0.00%
Q1 2019$1,0000.0%70.0%0.00%
Q4 2018$1,000
-80.0%
7
-79.4%
0.00%
Q3 2018$5,000
+25.0%
34
+13.3%
0.00%
Q1 2017$4,000
-60.0%
30
-58.9%
0.00%
-100.0%
Q3 2016$10,000730.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders