Dakota Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders