Mutual Advisors, 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
Mutual Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,840,653
-8.9%
10,076
-3.0%
0.07%
-6.5%
Q2 2023$2,019,554
+2.3%
10,386
+1.8%
0.08%
-4.9%
Q1 2023$1,974,965
-0.3%
10,205
-1.3%
0.08%
-9.0%
Q4 2022$1,981,431
+1.6%
10,343
-8.9%
0.09%
-11.0%
Q3 2022$1,951,000
+4.4%
11,357
+12.6%
0.10%
-19.4%
Q2 2022$1,869,000
-7.5%
10,086
-2.2%
0.12%
+9.7%
Q1 2022$2,020,000
-5.5%
10,309
-3.6%
0.11%0.0%
Q4 2021$2,137,000
+5.1%
10,693
-5.7%
0.11%
-5.8%
Q3 2021$2,033,000
-3.2%
11,345
-1.4%
0.12%
-4.0%
Q2 2021$2,100,000
+0.1%
11,504
-2.3%
0.12%
-13.2%
Q1 2021$2,098,000
-40.4%
11,772
-41.8%
0.14%
-44.8%
Q4 2020$3,520,000
+4.4%
20,237
-2.0%
0.26%
-10.6%
Q3 2020$3,373,000
+10.5%
20,648
+1.1%
0.29%
-2.7%
Q2 2020$3,053,000
+20.4%
20,415
+10.9%
0.30%
-12.8%
Q1 2020$2,536,000
+209.6%
18,401
+262.2%
0.34%
+295.4%
Q4 2019$819,000
-19.9%
5,081
-22.2%
0.09%
-35.6%
Q3 2019$1,023,000
+4.2%
6,533
-1.1%
0.14%
+5.5%
Q2 2019$982,000
+11.8%
6,603
+9.2%
0.13%
-1.5%
Q1 2019$878,000
+14.6%
6,049
+3.6%
0.13%
-13.9%
Q4 2018$766,000
+6.1%
5,838
+13.2%
0.15%
+37.3%
Q3 2018$722,000
-10.3%
5,156
-14.0%
0.11%
-40.2%
Q2 2018$805,000
-5.7%
5,997
-4.4%
0.18%
-14.8%
Q1 2018$854,000
-3.5%
6,275
+3.6%
0.22%
-35.3%
Q4 2017$885,0006,0590.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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