Financial Insights, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Insights, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$224,965
-8.8%
1,162
-9.7%
0.09%
-21.4%
Q4 2022$246,620
+6.8%
1,287
-4.3%
0.12%
-24.5%
Q3 2022$231,000
-18.9%
1,345
-12.4%
0.16%
-46.4%
Q2 2022$285,000
-9.2%
1,536
-4.2%
0.29%0.0%
Q1 2022$314,000
-14.7%
1,604
-13.0%
0.29%
-9.1%
Q4 2021$368,000
+9.2%
1,843
-2.0%
0.32%
+2.6%
Q3 2021$337,000
-90.1%
1,880
+0.6%
0.31%
+9.9%
Q2 2021$3,410,000
+917.9%
1,868
-0.6%
0.28%
+14.2%
Q1 2021$335,000
+2.4%
1,8800.0%0.25%
-2.4%
Q4 2020$327,000
-8.7%
1,880
-14.3%
0.25%
-17.0%
Q3 2020$358,000
+9.1%
2,194
-55.5%
0.30%
+4.8%
Q2 2020$328,000
+7.5%
4,935
+123.2%
0.29%
-9.3%
Q1 2020$305,000
-12.4%
2,211
+2.3%
0.32%
+5.2%
Q4 2019$348,000
+14.5%
2,161
+11.2%
0.30%
+4.8%
Q3 2019$304,000
+3.1%
1,944
-0.7%
0.29%
-2.7%
Q2 2019$295,000
+1.4%
1,9570.0%0.30%
-1.3%
Q1 2019$291,000
+7.4%
1,9570.0%0.30%0.0%
Q4 2018$271,0001,9570.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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