Carmichael Hill & Associates, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carmichael Hill & Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$140,108
-16.9%
767
-11.5%
0.06%
-14.7%
Q2 2023$168,589
-15.4%
867
-15.8%
0.08%
-21.9%
Q1 2023$199,326
+1.0%
1,0300.0%0.10%
-5.0%
Q4 2022$197,317
+11.5%
1,0300.0%0.10%
+6.3%
Q3 2022$177,000
-7.8%
1,030
-0.7%
0.10%
-5.9%
Q2 2022$192,000
+13.6%
1,037
+20.4%
0.10%
+29.5%
Q1 2022$169,000
+65.7%
861
+68.8%
0.08%
+69.6%
Q4 2021$102,000
+12.1%
5100.0%0.05%
+2.2%
Q3 2021$91,000
-2.2%
5100.0%0.04%
-4.3%
Q2 2021$93,000
+1.1%
510
-1.0%
0.05%
-7.8%
Q1 2021$92,000
+2.2%
5150.0%0.05%
-3.8%
Q4 2020$90,000
-5.3%
515
-11.4%
0.05%
-15.9%
Q3 2020$95,000
+9.2%
5810.0%0.06%
-1.6%
Q2 2020$87,000
+8.8%
5810.0%0.06%
-8.6%
Q1 2020$80,000
+95.1%
581
+127.8%
0.07%
+141.4%
Q4 2019$41,0002550.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders