Valeo Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 340 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$338,777
+3.2%
1,669
+2.7%
0.01%
-8.3%
Q1 2024$328,414
-2.0%
1,625
-7.5%
0.01%
-14.3%
Q4 2023$335,251
+14.2%
1,756
+9.2%
0.01%
+7.7%
Q3 2023$293,661
-6.1%
1,6080.0%0.01%
-7.1%
Q2 2023$312,599
+12.9%
1,608
+12.4%
0.01%
+7.7%
Q1 2023$276,851
+10.3%
1,431
+9.2%
0.01%
-7.1%
Q4 2022$251,073
+13.1%
1,311
+1.4%
0.01%0.0%
Q3 2022$222,000
-7.5%
1,2930.0%0.01%
-6.7%
Q2 2022$240,000
-5.1%
1,2930.0%0.02%
+15.4%
Q1 2022$253,000
-1.9%
1,2930.0%0.01%
-7.1%
Q4 2021$258,000
+6.6%
1,293
-4.2%
0.01%0.0%
Q3 2021$242,000
-9.4%
1,349
-7.7%
0.01%
-12.5%
Q2 2021$267,000
+21.4%
1,462
+18.6%
0.02%
+60.0%
Q1 2021$220,000
+2.8%
1,2330.0%0.01%
-9.1%
Q4 2020$214,000
+6.5%
1,2330.0%0.01%
-38.9%
Q3 2020$201,000
-13.7%
1,233
-20.7%
0.02%
-14.3%
Q2 2020$233,000
-6.4%
1,555
-8.3%
0.02%
-19.2%
Q1 2020$249,000
-11.1%
1,696
-2.4%
0.03%
-3.7%
Q4 2019$280,000
+3.7%
1,738
+0.8%
0.03%
-10.0%
Q3 2019$270,000
+0.7%
1,725
-4.2%
0.03%
-3.2%
Q2 2019$268,000
+7.2%
1,800
+4.8%
0.03%
+3.3%
Q1 2019$250,000
+11.1%
1,718
+0.3%
0.03%
-6.2%
Q4 2018$225,000
+47.1%
1,713
+59.5%
0.03%
+52.4%
Q3 2018$153,000
+10.1%
1,074
+7.0%
0.02%
+10.5%
Q2 2018$139,000
+3.0%
1,004
+0.9%
0.02%
-13.6%
Q1 2018$135,000
-6.9%
995
+0.3%
0.02%
-8.3%
Q4 2017$145,000
-7.6%
992
-12.2%
0.02%
-33.3%
Q3 2017$157,0001,1300.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 266,400$34,944,0009.77%
Blankinship & Foster, LLC 108,689$14,257,0009.59%
Strategic Wealth Management Group, LLC 68,909$9,039,0008.68%
Wolff Financial Management LLC 38,001$4,985,0004.85%
RPg Family Wealth Advisory, LLC 31,412$4,120,312,0004.01%
FIFTH THIRD SECURITIES, INC. 18,596$2,439,0003.44%
New England Investment & Retirement Group, Inc. 44,709$5,864,0003.36%
Main Management LLC 162,672$21,338,0003.26%
Invst, LLC 43,902$5,759,0003.24%
Madden Advisory Services, Inc. 33,871$4,442,0002.68%
View complete list of VANGUARD WORLD FDS shareholders