Bogart Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,827
-68.7%
10
-66.7%
0.00%
Q2 2023$5,834
+0.5%
300.0%0.00%
Q1 2023$5,806
+1.0%
300.0%0.00%
Q4 2022$5,747
+14.9%
300.0%0.00%
Q3 2022$5,000
-16.7%
300.0%0.00%
-100.0%
Q2 2022$6,000
+200.0%
30
+66.7%
0.00%0.0%
Q4 2018$2,000
-33.3%
180.0%0.00%
-50.0%
Q3 2018$3,000180.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders