NewEdge Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,136,772
-8.4%
6,224
-2.5%
0.01%
-14.3%
Q2 2023$1,241,007
-15.1%
6,382
-14.6%
0.01%
-22.2%
Q1 2023$1,461,141
+42.4%
7,475
-4.2%
0.02%
-35.7%
Q4 2022$1,026,061
+31.7%
7,799
+72.0%
0.03%
+115.4%
Q3 2022$779,000
-7.8%
4,533
-0.5%
0.01%
-7.1%
Q2 2022$845,000
+3.9%
4,557
+12.0%
0.01%
+16.7%
Q4 2021$813,000
+148.6%
4,069
+127.1%
0.01%
+33.3%
Q2 2021$327,000
+2.5%
1,7920.0%0.01%
-10.0%
Q1 2021$319,000
-1.2%
1,792
-3.4%
0.01%
-9.1%
Q4 2020$323,000
+6.2%
1,856
-0.2%
0.01%0.0%
Q3 2020$304,000
+9.4%
1,860
+0.1%
0.01%0.0%
Q2 2020$278,000
+8.6%
1,858
+0.2%
0.01%
-8.3%
Q1 2020$256,000
-99.7%
1,854
+222.4%
0.01%
-14.3%
Q2 2017$79,850,0005750.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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