Cornerstone Wealth Management, 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
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 Q3 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