FormulaFolio Investments, 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
FormulaFolio Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$7,0000.0%400.0%0.00%0.0%
Q1 2021$7,000
-99.3%
40
-99.4%
0.00%
-94.6%
Q4 2019$1,028,000
+3.7%
6,376
+0.7%
0.04%
-2.6%
Q3 2019$991,000
+5.0%
6,3310.0%0.04%
-5.0%
Q2 2019$944,000
+22.8%
6,331
+19.5%
0.04%
+17.6%
Q1 2019$769,000
+0.4%
5,298
-3.1%
0.03%0.0%
Q4 2018$766,0000.0%5,4670.0%0.03%0.0%
Q3 2018$766,0000.0%5,467
-4.2%
0.03%
-8.1%
Q2 2018$766,000
+0.3%
5,705
+1.6%
0.04%
-17.8%
Q1 2018$764,000
-7.3%
5,616
-0.5%
0.04%
-16.7%
Q4 2017$824,000
+1.0%
5,643
-4.2%
0.05%
-14.3%
Q3 2017$816,000
-7.9%
5,888
-6.2%
0.06%
-21.2%
Q2 2017$886,000
+1.7%
6,280
+1.4%
0.08%
-16.7%
Q1 2017$871,000
+4.9%
6,193
+0.0%
0.10%
-13.5%
Q4 2016$830,000
-5.4%
6,191
-3.4%
0.11%
-14.6%
Q3 2016$877,000
+4.2%
6,409
+7.5%
0.13%
-9.1%
Q2 2016$842,000
+22.4%
5,962
+17.3%
0.14%
+20.2%
Q1 2016$688,000
+8.3%
5,083
+3.3%
0.12%
-26.1%
Q4 2015$635,000
+199.5%
4,921
+182.0%
0.16%
+136.8%
Q3 2015$212,000
-19.7%
1,745
-17.5%
0.07%
-8.1%
Q2 2015$264,000
-3.3%
2,114
-1.7%
0.07%
-11.9%
Q1 2015$273,0002,1510.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders