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 ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders