AllSquare Wealth Management 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
AllSquare Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$19,180
-3.5%
1050.0%0.01%0.0%
Q2 2023$19,881
-2.2%
1050.0%0.01%0.0%
Q1 2023$20,320
+1.0%
1050.0%0.01%
-7.1%
Q4 2022$20,115
+11.8%
1050.0%0.01%
+7.7%
Q3 2022$18,000
-5.3%
1050.0%0.01%0.0%
Q2 2022$19,000
-9.5%
1050.0%0.01%0.0%
Q1 2022$21,000
-50.0%
105
-50.2%
0.01%
-45.8%
Q4 2021$42,000
+10.5%
2110.0%0.02%
+4.3%
Q3 2021$38,000
-2.6%
2110.0%0.02%0.0%
Q2 2021$39,000
+2.6%
2110.0%0.02%0.0%
Q1 2021$38,000
+2.7%
2110.0%0.02%
-8.0%
Q4 2020$37,000
+8.8%
2110.0%0.02%0.0%
Q3 2020$34,000
+6.2%
2110.0%0.02%
+4.2%
Q2 2020$32,000
+10.3%
2110.0%0.02%
-4.0%
Q1 2020$29,000
-14.7%
2110.0%0.02%
+4.2%
Q4 2019$34,000
+3.0%
2110.0%0.02%0.0%
Q3 2019$33,000
+6.5%
2110.0%0.02%
+4.3%
Q2 2019$31,000
+106.7%
211
+101.0%
0.02%
+109.1%
Q1 2019$15,000
+7.1%
1050.0%0.01%
-8.3%
Q4 2018$14,000
-6.7%
1050.0%0.01%
+9.1%
Q3 2018$15,000
+66.7%
105
+61.5%
0.01%
+57.1%
Q2 2018$9,0000.0%650.0%0.01%0.0%
Q1 2018$9,000
-52.6%
65
-50.0%
0.01%
-53.3%
Q4 2017$19,000
+5.6%
1300.0%0.02%0.0%
Q3 2017$18,0000.0%1300.0%0.02%
-16.7%
Q2 2017$18,0000.0%1300.0%0.02%
+12.5%
Q1 2017$18,000
+5.9%
1300.0%0.02%0.0%
Q4 2016$17,000
-5.6%
1300.0%0.02%
-5.9%
Q3 2016$18,0000.0%1300.0%0.02%
-5.6%
Q2 2016$18,0000.0%1300.0%0.02%0.0%
Q1 2016$18,000
+5.9%
1300.0%0.02%
+5.9%
Q4 2015$17,000
+6.2%
1300.0%0.02%
+6.2%
Q3 2015$16,000
-15.8%
130
-15.6%
0.02%
-11.1%
Q2 2015$19,000
-5.0%
1540.0%0.02%
-5.3%
Q1 2015$20,000
+566.7%
154
+541.7%
0.02%
+533.3%
Q4 2014$3,000240.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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