Kovitz Investment Group 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
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 Q3 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