MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 538 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$808,669
+3.0%
3,983
+3.5%
0.02%0.0%
Q1 2024$785,327
+10.4%
3,847
+3.3%
0.02%
-8.7%
Q4 2023$711,326
+9.9%
3,725
+5.1%
0.02%
-4.2%
Q3 2023$647,200
-13.3%
3,543
-7.7%
0.02%
-14.3%
Q2 2023$746,105
-11.5%
3,837
-11.9%
0.03%
-20.0%
Q1 2023$842,587
+22.7%
4,354
+21.5%
0.04%
+6.1%
Q4 2022$686,587
+45.8%
3,584
+30.7%
0.03%
+32.0%
Q3 2022$471,000
-4.5%
2,742
+3.0%
0.02%
-3.8%
Q2 2022$493,000
-9.0%
2,662
-3.7%
0.03%
+4.0%
Q1 2022$542,000
-4.9%
2,764
-3.1%
0.02%
-3.8%
Q4 2021$570,000
+6.7%
2,852
-4.2%
0.03%
-3.7%
Q3 2021$534,000
-1.8%
2,9780.0%0.03%
-6.9%
Q2 2021$544,000
+7.7%
2,978
+5.2%
0.03%0.0%
Q1 2021$505,000
+13.0%
2,832
+10.2%
0.03%
+3.6%
Q4 2020$447,000
-10.6%
2,569
-16.0%
0.03%
-24.3%
Q3 2020$500,000
-2.3%
3,060
-10.7%
0.04%
-15.9%
Q2 2020$512,000
+6.2%
3,426
-1.9%
0.04%
-17.0%
Q1 2020$482,0003,4940.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders