Patriot Financial Group Insurance Agency, 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
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$230,222
-33.2%
1,184
-33.5%
0.04%
-38.6%
Q1 2023$344,489
-8.0%
1,780
-9.0%
0.07%
+40.0%
Q4 2022$374,626
+4.4%
1,956
-6.4%
0.05%
-42.5%
Q3 2022$359,000
-17.5%
2,090
-10.9%
0.09%
-1.1%
Q2 2022$435,000
-8.2%
2,345
-3.2%
0.09%
+4.8%
Q1 2022$474,000
+3.5%
2,422
+5.6%
0.08%
+10.5%
Q4 2021$458,000
+19.9%
2,293
+7.7%
0.08%
+11.8%
Q3 2021$382,000
-3.8%
2,130
-2.0%
0.07%
-6.8%
Q2 2021$397,000
+7.6%
2,174
+5.1%
0.07%
-14.1%
Q1 2021$369,000
+33.7%
2,069
+30.4%
0.08%
+23.2%
Q4 2020$276,000
+14.5%
1,587
+7.7%
0.07%
-11.5%
Q3 2020$241,000
+29.6%
1,474
+18.3%
0.08%
+9.9%
Q2 2020$186,000
+39.8%
1,246
+29.5%
0.07%
+16.4%
Q1 2020$133,000
+18.8%
962
+39.0%
0.06%
+45.2%
Q4 2019$112,000
+60.0%
692
+55.5%
0.04%
+35.5%
Q3 2019$70,000
+42.9%
445
+35.7%
0.03%
+47.6%
Q2 2019$49,000
+1533.3%
328
+1540.0%
0.02%
+950.0%
Q1 2019$3,000200.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders