Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$516,419
-11.8%
2,827
-6.1%
0.04%
-12.0%
Q2 2023$585,391
+10.6%
3,010
+10.1%
0.05%
+2.0%
Q1 2023$529,364
+0.1%
2,735
-0.9%
0.05%
-9.3%
Q4 2022$529,094
-43.2%
2,761
-49.1%
0.05%
+1.9%
Q3 2022$931,000
+12.0%
5,429
+21.8%
0.05%
+10.4%
Q2 2022$831,000
-7.0%
4,458
-2.4%
0.05%
+11.6%
Q1 2022$894,000
+92.3%
4,566
+96.0%
0.04%
-6.5%
Q4 2021$465,000
+0.6%
2,330
-6.6%
0.05%
-4.2%
Q2 2021$462,000
-1.1%
2,494
-4.8%
0.05%
-23.8%
Q1 2021$467,000
+1.7%
2,620
-0.7%
0.06%
-6.0%
Q4 2020$459,000
+4.1%
2,639
-2.2%
0.07%
-6.9%
Q3 2020$441,000
+8.9%
2,698
-0.2%
0.07%
-1.4%
Q2 2020$405,000
+11.9%
2,704
+0.0%
0.07%
-12.0%
Q1 2020$362,000
+52.1%
2,703
+83.4%
0.08%
+130.6%
Q4 2019$238,000
-2.1%
1,474
-4.2%
0.04%
-29.4%
Q3 2019$243,000
+16.3%
1,538
+9.5%
0.05%
+88.9%
Q2 2019$209,000
-0.9%
1,405
-3.1%
0.03%
-42.6%
Q1 2019$211,000
-62.1%
1,450
-65.6%
0.05%
-68.7%
Q4 2018$557,0004,2140.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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