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 ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders