BDO Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$83,808
+3.1%
431
+2.6%
0.01%0.0%
Q1 2023$81,279
+1.0%
4200.0%0.01%0.0%
Q4 2022$80,459
+11.7%
4200.0%0.01%0.0%
Q3 2022$72,000
-7.7%
4200.0%0.01%0.0%
Q2 2022$78,000
-4.9%
4200.0%0.01%
+11.1%
Q1 2022$82,000
-2.4%
4200.0%0.01%0.0%
Q4 2021$84,000
+12.0%
4200.0%0.01%
+12.5%
Q3 2021$75,000
-26.5%
420
-25.0%
0.01%
-27.3%
Q2 2021$102,000
-27.1%
560
-28.9%
0.01%
-35.3%
Q1 2021$140,000
+3.7%
788
+1.7%
0.02%
-10.5%
Q4 2020$135,000
-4.3%
775
-10.4%
0.02%
-17.4%
Q3 2020$141,000
+9.3%
865
+0.6%
0.02%0.0%
Q2 2020$129,000
-14.6%
860
-21.5%
0.02%
-25.8%
Q1 2020$151,000
-13.2%
1,095
+1.4%
0.03%
-31.1%
Q4 2019$174,000
+3.0%
1,0800.0%0.04%
+4.7%
Q3 2019$169,000
+12.7%
1,080
+7.5%
0.04%
+4.9%
Q2 2019$150,000
+4.9%
1,005
+1.8%
0.04%
-2.4%
Q1 2019$143,000
+2.9%
987
-7.1%
0.04%
-12.5%
Q4 2018$139,000
-7.9%
1,062
-1.4%
0.05%
-2.0%
Q3 2018$151,000
+2.7%
1,077
-1.6%
0.05%
-2.0%
Q2 2018$147,0000.0%1,094
+1.3%
0.05%
-9.1%
Q1 2018$147,000
-10.9%
1,080
-4.7%
0.06%
-25.7%
Q4 2017$165,000
+15.4%
1,133
+9.5%
0.07%
+4.2%
Q3 2017$143,000
+8.3%
1,035
+10.8%
0.07%
+22.4%
Q2 2017$132,0009340.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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