tru Independence LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
tru Independence LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$633,818
-7.3%
3,470
-1.3%
0.22%
-2.7%
Q2 2023$683,427
+0.4%
3,515
-0.1%
0.22%
+2.7%
Q1 2023$680,545
-10.0%
3,517
-10.9%
0.22%
-10.6%
Q4 2022$756,319
+12.7%
3,948
+1.1%
0.24%
+3.4%
Q3 2022$671,000
-14.2%
3,904
-7.5%
0.24%
-5.6%
Q2 2022$782,000
-15.5%
4,221
-10.6%
0.25%0.0%
Q1 2022$925,000
-2.9%
4,723
-1.0%
0.25%
-3.5%
Q4 2021$953,000
+11.3%
4,769
-0.1%
0.26%
+8.8%
Q3 2021$856,000
-8.8%
4,775
-9.3%
0.24%
+34.3%
Q1 2021$939,000
-6.8%
5,266
-27.9%
0.18%
+22.8%
Q4 2019$1,007,0007,3030.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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