Trinity Legacy Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 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 Q3 2021
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders