BRANDYWINE OAK 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
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$501,668
-10.7%
2,746
-5.0%
0.06%
-6.3%
Q2 2023$562,021
-0.9%
2,890
-1.3%
0.06%
-4.5%
Q1 2023$566,881
+3.8%
2,929
+2.7%
0.07%
-2.9%
Q4 2022$546,360
+1.2%
2,852
-9.4%
0.07%
-6.8%
Q3 2022$540,000
-7.5%
3,149
-0.1%
0.07%
-2.7%
Q2 2022$584,000
-90.7%
3,151
-90.2%
0.08%
-89.5%
Q1 2022$6,266,000
-4.2%
31,994
-2.5%
0.72%
+0.3%
Q4 2021$6,543,000
+8.5%
32,813
-2.5%
0.72%
+2.1%
Q3 2021$6,028,000
-0.7%
33,652
+1.2%
0.70%
-1.3%
Q2 2021$6,071,000
-24.8%
33,267
-26.5%
0.71%
-40.4%
Q1 2021$8,071,000
-37.2%
45,288
-38.7%
1.19%
-39.3%
Q4 2020$12,844,000
+7.2%
73,853
+0.7%
1.96%
-2.2%
Q3 2020$11,985,000
+0.4%
73,367
-8.1%
2.00%
-5.6%
Q2 2020$11,943,000
-14.1%
79,835
-20.8%
2.12%
-26.1%
Q1 2020$13,907,000
+28.9%
100,796
+50.7%
2.87%
+46.3%
Q4 2019$10,785,000
+45.0%
66,906
+40.8%
1.96%
+39.2%
Q3 2019$7,438,000
+1060.4%
47,514
+1002.4%
1.41%
+1000.8%
Q2 2019$641,000
+24.7%
4,310
+21.8%
0.13%
+19.6%
Q1 2019$514,000
-67.5%
3,540
-71.5%
0.11%
-69.9%
Q4 2018$1,582,00012,4210.36%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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