Cypress Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,562,314
-7.7%
14,027
-1.8%
0.71%
-2.7%
Q2 2023$2,776,542
-1.5%
14,283
-2.0%
0.73%
-11.6%
Q1 2023$2,819,396
-1.4%
14,569
-2.4%
0.83%
-10.1%
Q4 2022$2,859,696
+7.8%
14,928
-3.4%
0.92%
+1.9%
Q3 2022$2,652,000
-8.2%
15,457
-0.8%
0.90%
-2.2%
Q2 2022$2,889,000
-5.6%
15,589
-0.2%
0.92%
+10.6%
Q1 2022$3,060,000
-1.9%
15,619
+0.1%
0.83%
-2.3%
Q4 2021$3,119,000
+14.0%
15,604
+2.2%
0.85%
+4.3%
Q3 2021$2,736,000
-1.2%
15,265
+0.7%
0.82%
+8.3%
Q2 2021$2,768,000
-5.2%
15,165
-7.4%
0.76%
+23.7%
Q1 2021$2,920,000
+3.3%
16,381
+0.8%
0.61%
-3.2%
Q4 2020$2,827,000
+11.0%
16,253
+4.3%
0.63%
-3.4%
Q3 2020$2,547,000
+13.3%
15,589
+3.7%
0.65%
+22.1%
Q2 2020$2,249,000
+11.9%
15,036
+3.1%
0.54%
-9.6%
Q1 2020$2,010,000
-16.7%
14,582
-2.5%
0.59%
-2.8%
Q4 2019$2,412,000
+5.6%
14,961
+2.5%
0.61%
-2.9%
Q3 2019$2,285,000
+8.4%
14,595
+3.0%
0.63%
+3.1%
Q2 2019$2,107,000
+1.9%
14,167
-0.5%
0.61%
-7.2%
Q1 2019$2,068,000
+10.1%
14,239
-0.6%
0.66%
-12.1%
Q4 2018$1,879,000
-8.4%
14,324
-2.2%
0.74%
+1.5%
Q3 2018$2,052,000
-6.5%
14,648
-10.4%
0.73%
-12.0%
Q2 2018$2,195,000
+0.9%
16,346
+2.3%
0.83%
-10.1%
Q1 2018$2,175,000
-6.2%
15,976
+0.6%
0.93%
-3.6%
Q4 2017$2,320,00015,8860.96%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders