Anchor Investment Management, LLC - 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
Anchor Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$1,489,034
+7.3%
7,798
+2.7%
0.17%
-6.1%
Q3 2023$1,387,560
-42.5%
7,596
-38.8%
0.18%
-41.2%
Q2 2023$2,412,133
+1.0%
12,405
+0.5%
0.31%
-5.2%
Q1 2023$2,387,824
+2.6%
12,339
+1.6%
0.32%
-2.7%
Q4 2022$2,326,812
+13.1%
12,146
+1.4%
0.33%
+4.7%
Q3 2022$2,057,537
+0.3%
11,977
+8.2%
0.32%
+7.0%
Q2 2022$2,051,907
-4.0%
11,071
+1.5%
0.30%
+10.4%
Q1 2022$2,137,079
-67.4%
10,908
-66.7%
0.27%
-66.8%
Q4 2021$6,553,305
+16.4%
32,786
+4.3%
0.81%
+3.8%
Q3 2021$5,632,223
+5.5%
31,426
+7.4%
0.78%
+6.1%
Q2 2021$5,338,656
+6.0%
29,251
+3.5%
0.74%
-3.7%
Q1 2021$5,038,095
+10.9%
28,267
+8.2%
0.77%
-6.1%
Q4 2020$4,542,856
+10.6%
26,120
+3.8%
0.82%
-2.0%
Q3 2020$4,108,850
+37.7%
25,152
+26.1%
0.83%
+24.9%
Q2 2020$2,984,106
+9.3%
19,951
+0.7%
0.67%
-5.1%
Q1 2020$2,729,375
-0.5%
19,804
+16.4%
0.70%
+20.3%
Q4 2019$2,743,132
+7.4%
17,017
+4.3%
0.58%
-0.5%
Q3 2019$2,554,764
+4.9%
16,318
-0.3%
0.59%
+1.2%
Q2 2019$2,435,962
+8.1%
16,375
+5.5%
0.58%
+3.4%
Q1 2019$2,253,466
+35.9%
15,519
+22.7%
0.56%
+19.1%
Q4 2018$1,658,331
-9.9%
12,643
-3.8%
0.47%
+12.1%
Q3 2018$1,841,322
+6.3%
13,141
+1.9%
0.42%
-1.4%
Q2 2018$1,731,412
+5.9%
12,895
+7.3%
0.43%
-0.2%
Q1 2018$1,635,210
-43.5%
12,013
-39.4%
0.43%
-44.2%
Q4 2017$2,892,760
+48.4%
19,808
+40.8%
0.77%
+34.3%
Q3 2017$1,949,539
+194.4%
14,070
+199.6%
0.57%
+159.5%
Q2 2017$662,230
+134.7%
4,696
+134.1%
0.22%
+126.8%
Q1 2017$282,124
+13.8%
2,006
+8.4%
0.10%
+4.3%
Q4 2016$247,882
+24.9%
1,850
+27.6%
0.09%
+20.8%
Q3 2016$198,476
+462.2%
1,450
+480.0%
0.08%
+450.0%
Q2 2016$35,303
+4.4%
2500.0%0.01%0.0%
Q1 2016$33,8302500.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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