PRW Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$296,699
-91.0%
1,658
-88.6%
0.11%
-90.0%
Q2 2023$3,291,688
+1083.5%
14,491
+944.8%
1.13%
+936.7%
Q1 2023$278,121
+16.9%
1,3870.0%0.11%
-3.5%
Q3 2022$238,000
-15.0%
1,387
-8.1%
0.11%
-31.1%
Q2 2022$280,000
+1.4%
1,509
+7.4%
0.16%
+34.4%
Q1 2022$276,000
+25.5%
1,405
+27.7%
0.12%
+19.6%
Q4 2021$220,0001,1000.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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