Wolff Financial Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q3 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