Strategic Wealth Management Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategic Wealth Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$10,948,000
+3.4%
59,983
+0.9%
4.00%
-1.3%
Q1 2021$10,591,000
+4.8%
59,425
+2.3%
4.05%
-7.4%
Q4 2020$10,103,000
+7.5%
58,092
+0.9%
4.37%
-4.4%
Q3 2020$9,401,000
+3.4%
57,549
-5.4%
4.57%
-14.9%
Q2 2020$9,094,000
+9.8%
60,803
+1.2%
5.37%
-12.9%
Q1 2020$8,281,000
-14.7%
60,085
-0.3%
6.16%
-2.0%
Q4 2019$9,713,000
-0.7%
60,252
-3.6%
6.29%
-10.6%
Q3 2019$9,785,000
-2.6%
62,502
-7.4%
7.04%
-7.9%
Q2 2019$10,046,000
+0.2%
67,528
-2.2%
7.64%
-6.9%
Q1 2019$10,022,000
+10.9%
69,016
+0.2%
8.21%
-5.4%
Q4 2018$9,039,00068,9098.68%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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