Caprock Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 373 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
Caprock Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$601,530
+10.8%
3,1400.0%0.06%
+7.7%
Q3 2022$543,000
-6.7%
3,1400.0%0.05%
-8.8%
Q2 2022$582,000
-5.4%
3,1400.0%0.06%
-1.7%
Q1 2022$615,000
-2.1%
3,1400.0%0.06%
+11.5%
Q4 2021$628,000
+11.0%
3,1400.0%0.05%
+2.0%
Q3 2021$566,000
-1.2%
3,1400.0%0.05%
-1.9%
Q2 2021$573,000
+2.3%
3,1400.0%0.05%
-14.8%
Q1 2021$560,000
+64.2%
3,140
+37.7%
0.06%
+19.6%
Q2 2020$341,000
+50.9%
2,281
+41.3%
0.05%
+10.9%
Q3 2018$226,000
-12.1%
1,614
-14.7%
0.05%
-14.8%
Q2 2018$257,000
+25.4%
1,893
+25.8%
0.05%
+22.7%
Q1 2018$205,000
+0.5%
1,505
+7.2%
0.04%
+10.0%
Q4 2017$204,0001,4040.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders