Hillcrest Wealth Advisors - NY, 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
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$274,005
-6.1%
1,5000.0%0.16%
-9.3%
Q2 2023$291,675
+0.5%
1,5000.0%0.17%0.0%
Q1 2023$290,280
+1.0%
1,5000.0%0.17%0.0%
Q4 2022$287,355
-4.5%
1,500
-14.3%
0.17%
-9.9%
Q3 2022$301,000
-7.1%
1,7500.0%0.19%
-3.0%
Q2 2022$324,000
-5.5%
1,7500.0%0.20%
+3.7%
Q1 2022$343,000
-2.0%
1,7500.0%0.19%
+1.1%
Q4 2021$350,000
+11.5%
1,7500.0%0.19%
+1.1%
Q3 2021$314,000
-1.6%
1,7500.0%0.19%
-3.6%
Q2 2021$319,000
+2.2%
1,7500.0%0.19%
+1.6%
Q1 2021$312,000
+2.6%
1,7500.0%0.19%
-6.4%
Q4 2020$304,0001,7500.20%
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