Dakota Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 367 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$211,792
-6.0%
1,159
+0.1%
0.01%
-18.2%
Q2 2023$225,255
-11.5%
1,158
-11.9%
0.01%
-35.3%
Q1 2023$254,560
+1.4%
1,315
+0.3%
0.02%
-5.6%
Q4 2022$251,154
+12.1%
1,311
+0.5%
0.02%0.0%
Q3 2022$224,000
-11.1%
1,304
-4.0%
0.02%
-21.7%
Q2 2022$252,000
-4.9%
1,359
+0.4%
0.02%
+9.5%
Q1 2022$265,000
+3.1%
1,353
+5.1%
0.02%
-22.2%
Q4 2021$257,000
+8.9%
1,287
-2.1%
0.03%0.0%
Q3 2021$236,000
-1.7%
1,3150.0%0.03%
-6.9%
Q2 2021$240,000
-3.2%
1,315
-5.6%
0.03%
-12.1%
Q1 2021$248,000
+2.9%
1,393
+0.5%
0.03%
+6.5%
Q4 2020$241,000
+4.8%
1,386
-1.6%
0.03%
-13.9%
Q3 2020$230,000
+9.5%
1,409
+0.5%
0.04%0.0%
Q2 2020$210,000
-5.8%
1,402
+1.3%
0.04%0.0%
Q4 2019$223,000
+3.7%
1,384
+0.7%
0.04%
-2.7%
Q3 2019$215,0001,3750.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders