Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders