Cornerstone Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$339,679
-46.8%
1,860
-43.3%
0.03%
-43.9%
Q2 2023$638,071
-5.0%
3,281
-5.4%
0.06%
-13.6%
Q1 2023$671,396
+7.1%
3,469
-5.0%
0.07%
-5.7%
Q3 2022$627,000
-7.4%
3,6510.0%0.07%
-6.7%
Q2 2022$677,000
-15.2%
3,651
-10.3%
0.08%
-3.8%
Q1 2022$798,000
+159.1%
4,072
+164.2%
0.08%
+169.0%
Q4 2021$308,000
+12.0%
1,541
+0.5%
0.03%0.0%
Q3 2021$275,000
+2.6%
1,533
+4.6%
0.03%
+3.6%
Q2 2021$268,000
-0.7%
1,466
-3.3%
0.03%
-12.5%
Q1 2021$270,000
+6.3%
1,516
+3.7%
0.03%0.0%
Q4 2020$254,000
-2.3%
1,462
-8.0%
0.03%
-17.9%
Q3 2020$260,000
+12.1%
1,589
+2.5%
0.04%
+2.6%
Q2 2020$232,000
+3.1%
1,551
+10.9%
0.04%
+5.6%
Q4 2019$225,000
+1.4%
1,399
-1.5%
0.04%
-7.7%
Q3 2019$222,000
+1.8%
1,421
-4.9%
0.04%0.0%
Q2 2019$218,000
-74.0%
1,494
-4.4%
0.04%
-61.8%
Q1 2019$837,000
+308.3%
1,563
-0.3%
0.10%
+131.8%
Q4 2018$205,000
-83.0%
1,567
-99.1%
0.04%
+193.3%
Q3 2018$1,209,000
-27.1%
166,422
-25.0%
0.02%
-21.1%
Q2 2018$1,659,000221,8120.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders