Dougherty Wealth Advisers LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 246 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$9,132
+14.2%
500.0%0.02%
-6.2%
Q3 2022$8,0000.0%500.0%0.02%
+6.7%
Q2 2022$8,000
-20.0%
500.0%0.02%0.0%
Q1 2022$10,0000.0%500.0%0.02%
+7.1%
Q4 2021$10,000
+11.1%
500.0%0.01%
+7.7%
Q3 2021$9,000
-69.0%
50
-66.7%
0.01%
-69.8%
Q2 2021$29,000
+3.6%
1500.0%0.04%
+2.4%
Q1 2021$28,000
+12.0%
1500.0%0.04%
+7.7%
Q4 2020$25,000
+13.6%
1500.0%0.04%
-48.7%
Q3 2020$22,000
-15.4%
150
-25.0%
0.08%
-20.0%
Q2 2020$26,000
+18.2%
2000.0%0.10%
+8.0%
Q1 2020$22,000
-29.0%
2000.0%0.09%
-7.4%
Q4 2019$31,000
+6.9%
2000.0%0.10%0.0%
Q3 2019$29,0000.0%2000.0%0.10%
+15.9%
Q2 2019$29,000
+3.6%
2000.0%0.08%
-13.7%
Q1 2019$28,000
+3.7%
2000.0%0.10%
+6.7%
Q4 2018$27,0002000.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders