Old North State Trust, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$83
+1.2%
4290.0%0.06%
+5.6%
Q4 2022$82
-99.9%
4290.0%0.05%
-15.6%
Q3 2022$74,000
-55.7%
429
-48.7%
0.06%
-46.7%
Q4 2021$167,000
+11.3%
8360.0%0.12%
-10.4%
Q3 2021$150,000
-8.5%
836
-7.2%
0.13%
+8.1%
Q2 2021$164,000
+0.6%
901
-1.4%
0.12%
-3.9%
Q1 2021$163,000
-11.9%
914
-14.1%
0.13%
-9.8%
Q4 2020$185,000
-16.7%
1,064
-21.6%
0.14%
-4.0%
Q3 2020$222,000
-7.9%
1,357
-15.9%
0.15%
-3.2%
Q2 2020$241,000
-25.8%
1,613
-31.7%
0.15%
-34.5%
Q1 2020$325,000
-18.5%
2,362
-4.6%
0.24%
+9.3%
Q4 2019$399,000
-2.7%
2,475
-5.5%
0.22%
-22.7%
Q3 2019$410,000
-14.2%
2,619
-18.5%
0.28%
-19.7%
Q2 2019$478,000
+2.6%
3,2140.0%0.35%
+6.5%
Q1 2019$466,000
-6.8%
3,214
-15.8%
0.32%
-36.4%
Q4 2018$500,000
-10.7%
3,819
-4.7%
0.51%
-3.4%
Q3 2018$560,0004,0060.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders