Private Ocean, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 250 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,997
-57.1%
88
-54.2%
0.00%
-60.0%
Q2 2023$37,278
+0.5%
1920.0%0.01%0.0%
Q1 2023$37,099
+1283.3%
192
+1271.4%
0.01%
Q4 2022$2,682
-75.6%
14
-76.7%
0.00%
-100.0%
Q1 2021$11,000
-59.3%
60
-70.0%
0.00%
-84.6%
Q1 2018$27,000
-80.3%
200
-80.4%
0.01%
-86.0%
Q4 2016$137,000
-1.4%
1,0190.0%0.09%
+1.1%
Q3 2016$139,000
-3.5%
1,0190.0%0.09%
-10.7%
Q2 2016$144,000
+4.3%
1,0190.0%0.10%
+1.0%
Q1 2016$138,000
+4.5%
1,0190.0%0.10%
+5.2%
Q4 2015$132,000
+6.5%
1,0190.0%0.10%
+6.6%
Q3 2015$124,0001,0190.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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