Allied Investment Advisors, 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
Allied Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$254,341
+0.5%
1,3080.0%0.07%
-5.1%
Q1 2023$253,124
+1.0%
1,3080.0%0.08%0.0%
Q4 2022$250,574
+3.5%
1,308
-7.2%
0.08%
-13.3%
Q3 2022$242,000
-10.4%
1,409
-3.4%
0.09%
-7.2%
Q2 2022$270,000
-5.6%
1,4590.0%0.10%
+4.3%
Q1 2022$286,000
-2.1%
1,4590.0%0.09%
-7.0%
Q4 2021$292,000
+11.9%
1,4590.0%0.10%
+1.0%
Q3 2021$261,000
-1.9%
1,4590.0%0.10%
-1.0%
Q2 2021$266,000
+2.3%
1,4590.0%0.10%
-9.9%
Q1 2021$260,000
-49.0%
1,459
-50.3%
0.11%
-54.7%
Q4 2020$510,000
+6.5%
2,9330.0%0.24%
-5.0%
Q3 2020$479,000
+9.1%
2,9330.0%0.26%
+2.0%
Q2 2020$439,000
+6.6%
2,933
-1.8%
0.25%
-15.1%
Q1 2020$412,000
-14.5%
2,9880.0%0.30%
+4.6%
Q4 2019$482,000
+1.3%
2,988
-1.6%
0.28%
-7.2%
Q3 2019$476,000
+4.4%
3,038
-1.0%
0.31%
+0.3%
Q2 2019$456,000
+2.2%
3,0680.0%0.31%
-1.0%
Q1 2019$446,000
+12.1%
3,068
+1.0%
0.31%
-6.1%
Q4 2018$398,000
-6.6%
3,0380.0%0.33%
+4.1%
Q3 2018$426,000
+34.8%
3,038
+29.1%
0.32%
+23.0%
Q2 2018$316,000
+20.6%
2,353
+22.4%
0.26%
+19.0%
Q1 2018$262,0001,9230.22%
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