Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,640,490
-3.8%
19,929
+2.4%
0.06%
-1.8%
Q2 2023$3,785,997
-5.5%
19,470
-5.9%
0.06%
-10.9%
Q1 2023$4,005,704
+11.7%
20,699
+10.5%
0.06%
+4.9%
Q4 2022$3,587,088
+221.7%
18,725
+188.6%
0.06%
+190.5%
Q3 2022$1,115,000
+20.9%
6,488
+30.5%
0.02%
+23.5%
Q2 2022$922,000
-26.8%
4,973
-22.6%
0.02%
-10.5%
Q1 2022$1,259,000
+52.6%
6,429
+55.8%
0.02%
+46.2%
Q4 2021$825,000
+15.4%
4,126
+3.5%
0.01%
+8.3%
Q3 2021$715,000
+4.1%
3,988
+5.9%
0.01%0.0%
Q2 2021$687,000
-100.0%
3,765
-76.5%
0.01%
-52.0%
Q1 2021$2,851,732,000
+443404.2%
16,000
+332.8%
0.02%
+78.6%
Q4 2020$643,000
+21.3%
3,697
+14.0%
0.01%
+7.7%
Q3 2020$530,000
+9.3%
3,244
+0.1%
0.01%
-7.1%
Q2 2020$485,000
+18.9%
3,242
+9.5%
0.01%
-6.7%
Q1 2020$408,000
+1.0%
2,962
+18.0%
0.02%
+25.0%
Q4 2019$404,000
-1.9%
2,510
-4.8%
0.01%
-14.3%
Q3 2019$412,000
+5.6%
2,636
+0.5%
0.01%0.0%
Q2 2019$390,000
+236.2%
2,623
+217.6%
0.01%
+133.3%
Q3 2018$116,000
+7.4%
826
+2.4%
0.01%0.0%
Q2 2018$108,000
-70.2%
807
-69.7%
0.01%
-76.0%
Q1 2018$362,000
+341.5%
2,660
+372.5%
0.02%
+316.7%
Q4 2017$82,000
+5.1%
5630.0%0.01%
-25.0%
Q3 2017$78,000
+1850.0%
563
+1508.6%
0.01%
Q2 2017$4,0000.0%350.0%0.00%
-100.0%
Q1 2017$4,000350.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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