SVB WEALTH LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$461,000
+2.2%
2,5280.0%0.01%0.0%
Q1 2021$451,000
+2.5%
2,5280.0%0.01%0.0%
Q4 2020$440,000
+9.2%
2,528
+2.4%
0.01%
-14.3%
Q3 2020$403,000
-22.5%
2,469
-28.9%
0.01%
-30.0%
Q2 2020$520,000
+45.7%
3,474
+34.1%
0.01%
+11.1%
Q1 2020$357,000
-55.8%
2,591
-48.3%
0.01%
-40.0%
Q4 2019$808,0005,0150.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders