Wolff Financial Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 531 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,670
-0.5%
8,2270.0%1.23%
+152.1%
Q1 2024$1,679
+7.2%
8,227
+0.3%
0.49%
+1.0%
Q4 2023$1,566
+5.7%
8,201
+1.1%
0.48%
-4.3%
Q3 2023$1,482
-8.6%
8,112
-2.7%
0.51%
-64.2%
Q2 2023$1,621
-1.0%
8,338
-1.5%
1.41%
+147.7%
Q1 2023$1,637
+1.3%
8,461
+0.3%
0.57%
-4.7%
Q4 2022$1,616
-99.9%
8,434
-6.7%
0.60%
-15.7%
Q3 2022$1,553,000
-7.4%
9,042
-0.0%
0.71%
-5.0%
Q2 2022$1,677,000
-7.5%
9,046
-2.2%
0.75%
+3.8%
Q1 2022$1,812,000
-1.8%
9,252
+0.2%
0.72%
+3.0%
Q4 2021$1,845,000
+4.6%
9,229
-6.2%
0.70%
-54.5%
Q3 2021$1,764,000
-53.6%
9,841
-53.8%
1.53%
-11.9%
Q1 2021$3,799,000
-4.5%
21,315
-6.8%
1.74%
-16.6%
Q4 2020$3,980,000
+6.4%
22,882
-0.1%
2.09%
-6.0%
Q3 2020$3,741,000
+7.4%
22,898
-1.7%
2.22%
+0.2%
Q2 2020$3,484,000
+8.8%
23,294
+0.2%
2.22%
-8.4%
Q1 2020$3,203,000
-20.6%
23,238
-7.1%
2.42%
-9.6%
Q4 2019$4,033,000
-1.1%
25,016
-4.0%
2.68%
-10.1%
Q3 2019$4,078,000
-8.4%
26,045
-13.0%
2.98%
-13.1%
Q2 2019$4,453,000
-9.5%
29,937
-11.7%
3.43%
-16.1%
Q1 2019$4,923,000
-1.2%
33,903
-10.8%
4.08%
-15.8%
Q4 2018$4,985,00038,0014.85%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders