Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$196,195
-21.7%
1,084
-15.9%
0.01%
-16.7%
Q2 2023$250,570
-27.5%
1,289
-25.9%
0.01%
-33.3%
Q1 2023$345,531
+3.6%
1,739
-0.1%
0.02%
-21.7%
Q4 2022$333,464
+45.6%
1,741
+42.7%
0.02%
+35.3%
Q3 2022$229,000
+72.2%
1,220
+70.6%
0.02%
+54.5%
Q2 2022$133,000
+160.8%
715
+165.8%
0.01%
+175.0%
Q1 2022$51,000
-5.6%
269
-10.3%
0.00%
-20.0%
Q3 2021$54,000
-18.2%
300
-16.9%
0.01%
-28.6%
Q2 2021$66,000
-45.5%
361
-46.8%
0.01%
-50.0%
Q1 2021$121,000
-9.7%
678
-11.8%
0.01%
-17.6%
Q4 2020$134,000
+7.2%
769
+0.3%
0.02%
-5.6%
Q3 2020$125,000
+20.2%
767
+10.8%
0.02%
+5.9%
Q2 2020$104,000
-8.8%
692
-16.6%
0.02%
-22.7%
Q1 2020$114,000
+58.3%
830
+84.9%
0.02%
+100.0%
Q4 2019$72,000
-35.7%
449
-37.0%
0.01%
-38.9%
Q3 2019$112,000
+8.7%
713
+2.6%
0.02%
-10.0%
Q2 2019$103,000
+6.2%
695
+3.9%
0.02%
-13.0%
Q1 2019$97,000
+11.5%
669
+0.5%
0.02%
+4.5%
Q4 2018$87,000
-21.6%
666
-15.8%
0.02%
-12.0%
Q3 2018$111,000
+3.7%
791
-0.5%
0.02%
-7.4%
Q2 2018$107,000
-44.0%
795
-43.3%
0.03%
-49.1%
Q1 2018$191,000
-26.0%
1,403
-20.6%
0.05%
-25.4%
Q4 2017$258,000
+7.9%
1,767
+2.3%
0.07%
-28.3%
Q3 2017$239,000
+10.6%
1,728
+12.8%
0.10%
-2.9%
Q2 2017$216,000
-4.4%
1,532
-4.7%
0.10%
-19.0%
Q1 2017$226,000
+12.4%
1,608
+7.3%
0.13%
-6.7%
Q4 2016$201,0001,4980.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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