Jackson, Grant Investment Advisers, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$5,000
-16.7%
300.0%0.00%0.0%
Q2 2022$6,0000.0%300.0%0.00%0.0%
Q1 2022$6,000
+20.0%
300.0%0.00%
+50.0%
Q3 2021$5,0000.0%300.0%0.00%0.0%
Q2 2021$5,0000.0%300.0%0.00%0.0%
Q1 2021$5,0000.0%300.0%0.00%
-33.3%
Q4 2020$5,000300.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders