Ken Stern & Associates, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$557,000
+4.5%
3,974
+0.0%
0.24%
-1.6%
Q2 2018$533,000
+6.0%
3,973
+7.5%
0.25%
+10.8%
Q1 2018$503,000
-2.5%
3,696
+4.6%
0.22%
-1.3%
Q4 2017$516,000
+5.3%
3,534
+0.1%
0.22%
+3.7%
Q3 2017$490,000
+2.1%
3,530
+3.5%
0.22%
-0.9%
Q2 2017$480,000
+4.3%
3,409
+5.4%
0.22%
+1.4%
Q1 2017$460,000
+14.7%
3,234
+7.9%
0.22%
+3.8%
Q4 2016$401,000
+52.5%
2,996
+55.9%
0.21%
+14.3%
Q3 2016$263,000
+17.9%
1,922
+21.6%
0.18%
+4.0%
Q2 2016$223,0001,5810.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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