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 ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders