Caprock Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 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 Q1 2021
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