First National Bank of South Miami - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
First National Bank of South Miami ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$138,060
+0.5%
7100.0%0.11%
+1.8%
Q1 2023$137,399
+100928.7%
7100.0%0.11%
+6.9%
Q4 2022$136
-99.9%
7100.0%0.10%
+8.5%
Q3 2022$122,000
-7.6%
7100.0%0.09%
+4.4%
Q2 2022$132,000
-5.0%
7100.0%0.09%
+7.1%
Q1 2022$139,000
-2.1%
7100.0%0.08%
-2.3%
Q4 2021$142,000
+11.8%
7100.0%0.09%
+1.2%
Q3 2021$127,000
-2.3%
7100.0%0.08%
-4.5%
Q2 2021$130,000
+2.4%
7100.0%0.09%
-8.2%
Q1 2021$127,000
+3.3%
7100.0%0.10%
-8.5%
Q4 2020$123,000
+6.0%
7100.0%0.11%
-3.6%
Q3 2020$116,000
+9.4%
7100.0%0.11%
-3.5%
Q2 2020$106,000
+8.2%
7100.0%0.11%
-8.1%
Q1 2020$98,000
-14.0%
7100.0%0.12%
+9.7%
Q4 2019$114,000
-43.8%
710
-45.8%
0.11%
-41.8%
Q3 2019$203,000
+1.5%
1,3100.0%0.19%
+3.7%
Q2 2019$200,000
+5.3%
1,3100.0%0.19%
+2.7%
Q1 2019$190,000
+5.0%
1,3100.0%0.18%
+2.8%
Q4 2018$181,0001,3100.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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