Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$337,011
-5.8%
1,845
+0.2%
0.02%
-10.5%
Q2 2023$357,923
+14.8%
1,841
+14.2%
0.02%0.0%
Q1 2023$311,911
-3.2%
1,612
-4.2%
0.02%
-5.0%
Q4 2022$322,311
+44.5%
1,682
+29.3%
0.02%
+33.3%
Q3 2022$223,000
-57.2%
1,301
-53.2%
0.02%
-42.3%
Q2 2022$521,000
-5.8%
2,777
-1.8%
0.03%
+8.3%
Q1 2022$553,000
-4.7%
2,828
-2.5%
0.02%
+9.1%
Q4 2021$580,000
+14.4%
2,901
+2.8%
0.02%
+15.8%
Q3 2021$507,000
-5.2%
2,823
-4.0%
0.02%
-9.5%
Q2 2021$535,000
-67.2%
2,940
-67.3%
0.02%
-54.3%
Q1 2021$1,633,000
+129.4%
9,002
-18.3%
0.05%
+58.6%
Q4 2020$712,000
+80.3%
11,017
+348.4%
0.03%
+45.0%
Q3 2020$395,000
+20.8%
2,457
+9.2%
0.02%
+11.1%
Q2 2020$327,000
+42.8%
2,249
+32.5%
0.02%
+20.0%
Q1 2020$229,000
-15.5%
1,697
+1.2%
0.02%
+7.1%
Q4 2019$271,000
-51.2%
1,677
-52.9%
0.01%
-57.6%
Q3 2019$555,000
+28.2%
3,563
+22.3%
0.03%
+22.2%
Q2 2019$433,000
+4.8%
2,913
+2.2%
0.03%0.0%
Q1 2019$413,000
-10.6%
2,849
-19.5%
0.03%
-20.6%
Q4 2018$462,000
-8.0%
3,539
-1.3%
0.03%
+3.0%
Q3 2018$502,000
-2.0%
3,585
-6.0%
0.03%
-17.5%
Q2 2018$512,000
-68.9%
3,813
-68.5%
0.04%
-72.2%
Q1 2018$1,648,000
+8.6%
12,109
+16.4%
0.14%
+5.9%
Q4 2017$1,518,000
+1.5%
10,399
-3.6%
0.14%
-8.7%
Q3 2017$1,495,000
-23.1%
10,792
-21.7%
0.15%
-25.1%
Q2 2017$1,944,000
+71.9%
13,789
+71.3%
0.20%
+68.6%
Q1 2017$1,131,000
+0.5%
8,048
-4.2%
0.12%
-20.3%
Q4 2016$1,125,000
-2.8%
8,403
-0.6%
0.15%
-5.1%
Q3 2016$1,157,000
-3.7%
8,454
-0.9%
0.16%
-10.3%
Q2 2016$1,201,000
-17.4%
8,534
-19.6%
0.17%
-21.6%
Q1 2016$1,454,00010,6160.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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