SVB WEALTH LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 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 Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders