Kovitz Investment Group Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,131
+1.8%
5,844
+0.7%
0.02%
-9.1%
Q4 2022$1,111
-99.9%
5,802
-0.4%
0.02%
-4.3%
Q3 2022$1,001,000
-25.4%
5,825
-19.5%
0.02%
-23.3%
Q2 2022$1,341,000
-5.9%
7,234
-0.5%
0.03%
+11.1%
Q1 2022$1,425,000
+1.3%
7,274
-10.1%
0.03%
-18.2%
Q4 2021$1,407,000
+7.8%
8,088
+11.1%
0.03%
+26.9%
Q3 2021$1,305,000
-11.4%
7,283
-9.8%
0.03%
-10.3%
Q2 2021$1,473,000
+2.4%
8,073
+0.1%
0.03%
-14.7%
Q1 2021$1,438,000
+2.2%
8,068
-0.2%
0.03%0.0%
Q4 2020$1,407,000
+7.2%
8,088
+0.6%
0.03%
-8.1%
Q3 2020$1,313,000
+9.0%
8,037
-0.2%
0.04%0.0%
Q2 2020$1,205,000
+13.8%
8,057
+4.9%
0.04%
-2.6%
Q1 2020$1,059,0007,6830.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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