Berkeley Capital Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 335 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$838,273
-6.8%
4,589
-0.8%
0.30%
-4.7%
Q2 2023$899,137
+1.5%
4,624
+1.0%
0.32%
-3.0%
Q1 2023$885,935
+0.4%
4,578
-0.7%
0.33%
-3.8%
Q4 2022$882,755
+15.2%
4,608
+3.4%
0.34%
+3.0%
Q3 2022$766,000
-6.9%
4,457
+0.4%
0.33%
-2.4%
Q2 2022$823,000
-70.2%
4,438
-68.5%
0.34%
-69.2%
Q1 2022$2,763,000
-67.5%
14,103
-75.2%
1.10%
-79.0%
Q2 2020$8,513,000
+10.1%
56,917
+1.5%
5.24%
-0.2%
Q1 2020$7,730,000
-10.3%
56,090
+4.9%
5.25%
+19.0%
Q4 2019$8,618,000
+4.0%
53,464
+1.0%
4.41%
+1.0%
Q3 2019$8,285,000
+8.9%
52,917
+3.4%
4.37%
+23.1%
Q2 2019$7,611,000
+1419.2%
51,166
+1297.2%
3.55%
+894.4%
Q3 2016$501,000
-92.5%
3,662
-92.2%
0.36%
-92.4%
Q2 2016$6,659,000
-25.4%
47,160
-28.5%
4.67%
-27.6%
Q1 2016$8,922,000
+26.4%
65,933
+20.6%
6.45%
+12.4%
Q4 2015$7,056,00054,6645.74%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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