MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders