Wealthspire Advisors, L.P. - 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
Wealthspire Advisors, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2019$23,000
+15.0%
1560.0%0.00%0.0%
Q4 2018$20,000
-9.1%
1560.0%0.00%0.0%
Q3 2018$22,000
+4.8%
1560.0%0.00%0.0%
Q2 2018$21,0000.0%1560.0%0.00%0.0%
Q1 2018$21,000
-16.0%
156
-7.7%
0.00%0.0%
Q4 2017$25,000
+13.6%
169
+8.3%
0.00%0.0%
Q3 2017$22,0000.0%1560.0%0.00%
-33.3%
Q2 2017$22,0001560.00%
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