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 ↓
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