Old North State Trust, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 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 2023
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