Dougherty Wealth Advisers LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 372 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is - 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 Q1 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders