Cedar Brook Financial Partners, LLC - VANGUARD WORLD FDS ownership

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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%.

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Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$230,548
-5.9%
1,262
+0.2%
0.06%
+3.4%
Q2 2023$244,980
+0.5%
1,2600.0%0.06%
-7.9%
Q1 2023$243,809
+1.1%
1,260
+0.2%
0.06%
-7.4%
Q4 2022$241,091
+11.9%
1,258
+0.3%
0.07%
-1.4%
Q3 2022$215,456
-7.1%
1,2540.0%0.07%
-5.5%
Q2 2022$232,000
-5.3%
1,254
+0.2%
0.07%
+14.1%
Q1 2022$245,000
-2.0%
1,252
+0.1%
0.06%0.0%
Q4 2021$250,000
+2.5%
1,251
-8.1%
0.06%
-12.3%
Q3 2021$244,000
-1.6%
1,3610.0%0.07%
+1.4%
Q2 2021$248,000
-2.0%
1,361
-4.2%
0.07%
-18.2%
Q1 2021$253,000
-23.6%
1,421
-25.3%
0.09%
-24.8%
Q4 2020$331,000
+7.1%
1,902
+0.7%
0.12%
-3.3%
Q3 2020$309,000
+25.6%
1,889
+14.6%
0.12%
+10.0%
Q2 2020$246,000
+16.6%
1,648
+25.8%
0.11%
+22.2%
Q4 2019$211,000
+3.9%
1,310
+1.2%
0.09%0.0%
Q3 2019$203,000–1,295–0.09%–
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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