Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 355 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$695,000
-3.7%
4,047
+3.8%
0.13%
+13.5%
Q2 2022$722,000
+28.0%
3,897
+35.5%
0.11%
+56.3%
Q1 2022$564,000
-92.6%
2,877
-92.5%
0.07%
-92.4%
Q4 2021$7,648,000
+1.5%
38,265
-9.0%
0.93%
+17.7%
Q3 2021$7,536,000
+11.9%
42,047
+13.9%
0.79%
+4.6%
Q2 2021$6,736,000
+12.2%
36,910
+9.6%
0.76%
-6.5%
Q1 2021$6,003,000
-17.5%
33,684
-19.5%
0.81%
-27.7%
Q4 2020$7,277,000
+6.5%
41,840
+0.0%
1.12%
-15.2%
Q3 2020$6,832,000
+13.1%
41,823
+3.5%
1.32%
+7.0%
Q2 2020$6,042,000
-17.4%
40,400
-23.8%
1.23%
-29.4%
Q1 2020$7,311,000
-24.0%
53,051
-11.2%
1.75%
-4.4%
Q4 2019$9,626,000
+2.2%
59,714
-1.1%
1.83%
-13.7%
Q3 2019$9,415,000
+5.6%
60,373
+0.7%
2.12%
+5.2%
Q2 2019$8,917,000
+12.2%
59,945
+9.5%
2.01%
+12.5%
Q1 2019$7,950,000
+17.7%
54,751
+6.3%
1.79%
-3.6%
Q4 2018$6,757,00051,5161.86%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders