UBS Group AG - 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
UBS Group AG ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$76,906,627
+1.0%
421,014
+7.5%
0.03%
+3.8%
Q2 2023$76,170,732
+1.4%
391,724
+0.9%
0.03%
-3.7%
Q1 2023$75,137,817
+18.2%
388,269
+17.0%
0.03%
+12.5%
Q4 2022$63,551,815
+22.9%
331,742
+10.2%
0.02%
+4.3%
Q3 2022$51,723,000
+16.5%
301,086
+25.6%
0.02%
+27.8%
Q2 2022$44,416,000
-4.7%
239,648
+0.8%
0.02%
+12.5%
Q1 2022$46,597,000
-0.3%
237,849
+1.7%
0.02%
+23.1%
Q4 2021$46,731,000
+11.9%
233,798
+0.3%
0.01%0.0%
Q3 2021$41,768,000
-0.2%
233,051
+1.6%
0.01%0.0%
Q2 2021$41,866,000
+2.0%
229,391
-0.4%
0.01%
-7.1%
Q1 2021$41,060,000
-27.7%
230,376
-29.5%
0.01%
-26.3%
Q4 2020$56,825,000
-4.8%
326,734
-10.6%
0.02%
-13.6%
Q3 2020$59,690,000
+9.2%
365,3890.0%0.02%
-4.3%
Q2 2020$54,651,000
+2.0%
365,389
-6.1%
0.02%
-8.0%
Q1 2020$53,601,000
-9.2%
388,925
+6.2%
0.02%
+19.0%
Q4 2019$59,045,000
+1.4%
366,279
-1.5%
0.02%
-4.5%
Q3 2019$58,207,000
+32.8%
371,787
+26.2%
0.02%
+29.4%
Q2 2019$43,816,000
+10.3%
294,542
+7.7%
0.02%
+6.2%
Q1 2019$39,718,000
+12.0%
273,524
+1.2%
0.02%0.0%
Q4 2018$35,448,000
+23.4%
270,249
+31.8%
0.02%
+45.5%
Q3 2018$28,731,000
+2.8%
205,049
-1.5%
0.01%
-8.3%
Q2 2018$27,947,000
-8.8%
208,143
-7.5%
0.01%
-7.7%
Q1 2018$30,631,000
+13.1%
225,031
+21.3%
0.01%
+18.2%
Q4 2017$27,090,000
+3.6%
185,496
-1.7%
0.01%
-8.3%
Q3 2017$26,156,000
+8.7%
188,772
+10.6%
0.01%0.0%
Q2 2017$24,064,000
+24.6%
170,642
+24.3%
0.01%
+9.1%
Q1 2017$19,313,000
-26.5%
137,325
-30.0%
0.01%
-26.7%
Q4 2016$26,285,000
+0.8%
196,173
+3.0%
0.02%
-6.2%
Q3 2016$26,077,000
+2.9%
190,512
+6.1%
0.02%0.0%
Q2 2016$25,351,000
+0.7%
179,526
-3.5%
0.02%
-5.9%
Q1 2016$25,173,000
+0.6%
186,023
-4.0%
0.02%
+6.2%
Q4 2015$25,011,000
+47.1%
193,777
+38.2%
0.02%
+33.3%
Q3 2015$17,006,000
-13.9%
140,245
-11.3%
0.01%
-7.7%
Q2 2015$19,756,000
-1.7%
158,1880.0%0.01%
-7.1%
Q1 2015$20,088,000
+31.8%
158,188
+30.0%
0.01%
+27.3%
Q4 2014$15,236,000121,6560.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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