Caprock Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

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 Q2 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders