Conservest Capital Advisors, Inc. - 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
Conservest Capital Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,604,699
-5.9%
8,785
+0.1%
0.19%
-1.5%
Q2 2023$1,705,671
+2.0%
8,772
+1.5%
0.20%
-1.0%
Q1 2023$1,671,775
+7.9%
8,639
+6.8%
0.20%
+1.0%
Q4 2022$1,549,553
+62.1%
8,089
+45.3%
0.20%
+45.9%
Q3 2022$956,000
-7.4%
5,5660.0%0.14%
+5.5%
Q2 2022$1,032,000
-5.1%
5,566
+0.3%
0.13%
+6.7%
Q1 2022$1,087,000
-4.1%
5,548
-2.3%
0.12%
-0.8%
Q4 2021$1,134,000
+12.8%
5,676
+1.2%
0.12%
+7.1%
Q3 2021$1,005,000
-2.5%
5,607
-0.8%
0.11%
-2.6%
Q2 2021$1,031,000
+1.5%
5,650
-0.9%
0.12%
-0.9%
Q1 2021$1,016,000
+1.4%
5,699
-1.0%
0.12%
-2.5%
Q4 2020$1,002,000
+8.1%
5,759
+1.5%
0.12%
-4.0%
Q3 2020$927,000
+8.3%
5,674
-0.8%
0.12%
+2.5%
Q2 2020$856,000
+8.8%
5,721
+0.2%
0.12%
-6.2%
Q1 2020$787,000
-17.2%
5,710
-3.2%
0.13%
+4.8%
Q4 2019$951,000
+3.0%
5,898
+0.0%
0.12%
-7.5%
Q3 2019$923,000
+4.2%
5,897
-1.0%
0.13%
+3.1%
Q2 2019$886,000
+2.8%
5,955
+0.4%
0.13%
+0.8%
Q1 2019$862,000
+11.1%
5,934
+0.3%
0.13%
+0.8%
Q4 2018$776,000
+12.8%
5,919
+20.5%
0.13%
+26.7%
Q3 2018$688,000
+0.7%
4,911
-3.5%
0.10%
-4.7%
Q2 2018$683,000
-2.1%
5,087
+0.9%
0.11%
-4.5%
Q3 2017$698,0005,0410.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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