Principle Wealth Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$644,460
-6.1%
3,5280.0%0.06%
-5.8%
Q2 2023$686,020
+0.5%
3,5280.0%0.07%
-5.5%
Q1 2023$682,739
+1.0%
3,5280.0%0.07%
-5.2%
Q4 2022$675,859
+11.5%
3,5280.0%0.08%
+35.1%
Q3 2022$606,000
-7.3%
3,5280.0%0.06%
-27.8%
Q2 2022$654,000
-5.4%
3,5280.0%0.08%
+8.2%
Q1 2022$691,000
-2.0%
3,5280.0%0.07%
-1.4%
Q4 2021$705,000
+9.8%
3,528
-1.5%
0.07%0.0%
Q3 2021$642,000
-1.8%
3,5810.0%0.07%0.0%
Q2 2021$654,000
+2.5%
3,5810.0%0.07%
-1.3%
Q1 2021$638,000
+3.2%
3,581
+0.8%
0.08%
-7.4%
Q4 2020$618,000
+30800.0%
3,553
+22106.2%
0.08%
+8000.0%
Q2 2020$2,000160.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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