Trinity Legacy Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Trinity Legacy Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$918,465
-31.1%
5,028
-26.7%
0.32%
-32.0%
Q2 2023$1,333,538
+5.9%
6,858
+5.4%
0.47%
-1.5%
Q1 2023$1,259,428
+7.1%
6,508
+6.0%
0.47%
+1.1%
Q4 2022$1,176,048
+38.0%
6,139
+23.7%
0.47%
+28.6%
Q3 2022$852,000
-16.3%
4,961
-8.9%
0.36%
-8.1%
Q2 2022$1,018,000
-0.8%
5,445
+4.0%
0.40%
+14.5%
Q1 2022$1,026,000
+8.2%
5,237
+10.4%
0.35%
+7.8%
Q4 2021$948,000
+22.0%
4,743
+9.4%
0.32%
+15.1%
Q3 2021$777,000
+1.6%
4,335
+3.1%
0.28%
-0.7%
Q2 2021$765,000
+19.7%
4,204
+20.1%
0.28%
+10.2%
Q1 2021$639,000
+2.4%
3,501
-2.4%
0.26%
-9.9%
Q4 2020$624,000
+4.7%
3,586
+2.3%
0.28%
-1.7%
Q3 2020$596,000
+20.6%
3,505
+7.2%
0.29%
+13.8%
Q2 2020$494,000
+38.0%
3,269
+26.6%
0.25%
+0.4%
Q1 2020$358,000
-23.7%
2,583
-11.8%
0.25%
+15.1%
Q4 2019$469,000
+10.6%
2,929
+6.5%
0.22%
+4.3%
Q3 2019$424,000
+30.5%
2,751
+28.5%
0.21%
-5.8%
Q2 2019$325,0002,1410.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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