Tower View Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 293 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$880
-12.5%
4,818
-6.9%
0.62%
-9.4%
Q2 2023$1,006
-12.2%
5,173
-12.6%
0.68%
-11.4%
Q1 2023$1,146
+1.9%
5,921
+0.8%
0.77%
-1.5%
Q4 2022$1,125
-99.9%
5,874
+0.8%
0.78%
+2.8%
Q3 2022$1,001,000
-4.7%
5,829
+2.9%
0.76%
-1.4%
Q2 2022$1,050,000
+1.2%
5,667
+6.9%
0.77%
+38.4%
Q1 2022$1,038,000
-1.3%
5,299
+0.6%
0.56%
+4.1%
Q4 2021$1,052,000
+1.6%
5,265
-8.8%
0.54%
-6.6%
Q3 2021$1,035,000
-35.5%
5,774
-34.3%
0.57%
-29.4%
Q2 2021$1,605,000
+3.3%
8,793
+0.8%
0.81%
-4.5%
Q1 2021$1,554,000
+1.0%
8,720
-1.4%
0.85%
-2.6%
Q4 2020$1,538,000
+3.5%
8,842
-2.8%
0.87%
-9.6%
Q3 2020$1,486,000
+14.4%
9,099
+4.8%
0.97%
+1.8%
Q2 2020$1,299,000
+749.0%
8,685
+683.8%
0.95%
+588.4%
Q1 2020$153,000
-28.8%
1,108
-16.9%
0.14%
-15.3%
Q4 2019$215,000
+4.4%
1,333
+1.4%
0.16%
-4.1%
Q3 2019$206,000
+4.0%
1,315
-1.1%
0.17%
+0.6%
Q2 2019$198,000
+1.0%
1,330
-1.6%
0.17%
-2.9%
Q1 2019$196,000
+9.5%
1,352
-0.7%
0.17%
-5.9%
Q4 2018$179,000
-3.2%
1,362
+3.0%
0.18%
+14.2%
Q3 2018$185,000
-8.0%
1,322
-11.9%
0.16%
-14.7%
Q2 2018$201,000
-3.8%
1,500
-2.3%
0.19%
-9.1%
Q1 2018$209,000
-6.3%
1,535
+0.4%
0.21%
+1.5%
Q4 2017$223,0001,5290.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
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