Avondale Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avondale Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$606,099
-42.5%
3,318
-38.8%
0.53%
-39.9%
Q2 2023$1,053,530
-32.1%
5,418
-32.4%
0.88%
-33.9%
Q1 2023$1,551,643
-14.1%
8,018
-15.0%
1.34%
-14.6%
Q4 2022$1,806,697
+30.5%
9,431
+17.1%
1.57%
+3.9%
Q3 2022$1,384,000
+4.7%
8,056
+13.0%
1.51%
-1.6%
Q2 2022$1,322,000
+34.3%
7,131
+42.0%
1.53%
+32.6%
Q1 2022$984,000
+43.0%
5,022
+45.9%
1.16%
+66.1%
Q4 2021$688,000
+30.6%
3,442
+17.0%
0.70%
+35.1%
Q3 2021$527,000
-1.9%
2,9420.0%0.52%
+2.6%
Q2 2021$537,000
+7.0%
2,942
+4.4%
0.50%
+1.6%
Q1 2021$502,000
-7.0%
2,817
-9.3%
0.49%
-21.1%
Q4 2020$540,000
+6.3%
3,1070.0%0.63%
-18.5%
Q3 2020$508,000
+125.8%
3,107
+106.2%
0.77%
+140.0%
Q2 2020$225,000
+262.9%
1,507
+234.9%
0.32%
+226.5%
Q1 2020$62,000
-15.1%
4500.0%0.10%
-8.4%
Q4 2019$73,000
-72.6%
450
-73.5%
0.11%
-75.6%
Q3 2019$266,000
+297.0%
1,700
+277.8%
0.44%
+795.9%
Q2 2019$67,000
-36.2%
450
-38.0%
0.05%
-39.5%
Q1 2019$105,000
+10.5%
726
+0.1%
0.08%
+2.5%
Q4 2018$95,000
-98.5%
725
-98.4%
0.08%
-98.6%
Q4 2017$6,519,00044,6365.71%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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