Waldron Private Wealth LLC - 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
Waldron Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$694,000
+2.4%
3,8990.0%0.05%
-4.0%
Q4 2020$678,000
+6.6%
3,8990.0%0.05%
-7.4%
Q3 2020$636,000
+9.1%
3,8990.0%0.05%
+3.8%
Q2 2020$583,000
+8.6%
3,8990.0%0.05%
-8.8%
Q1 2020$537,000
+28.8%
3,899
+50.7%
0.06%
+54.1%
Q4 2019$417,000
+2.5%
2,5870.0%0.04%
-9.8%
Q3 2019$407,000
+6.0%
2,5870.0%0.04%0.0%
Q2 2019$384,000
+2.4%
2,5870.0%0.04%
-2.4%
Q1 2019$375,000
+10.6%
2,5870.0%0.04%
-14.3%
Q4 2018$339,000
-6.4%
2,5870.0%0.05%
-31.0%
Q3 2018$362,000
+4.3%
2,5870.0%0.07%
-5.3%
Q2 2018$347,000
-1.4%
2,5870.0%0.08%
-5.1%
Q1 2018$352,000
-6.6%
2,5870.0%0.08%
-11.2%
Q4 2017$377,0002,5870.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders