Williams Jones Wealth Management, 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
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$489,008
-2.1%
2,677
+4.2%
0.01%
+14.3%
Q2 2023$499,737
+0.5%
2,5700.0%0.01%
-12.5%
Q1 2023$497,346
+23.3%
2,570
+22.1%
0.01%
+14.3%
Q4 2022$403,255
+11.4%
2,1050.0%0.01%
+16.7%
Q3 2022$362,000
-7.2%
2,1050.0%0.01%0.0%
Q2 2022$390,000
-5.3%
2,1050.0%0.01%0.0%
Q1 2022$412,000
-14.3%
2,105
-12.5%
0.01%0.0%
Q4 2021$481,000
+11.6%
2,4070.0%0.01%0.0%
Q3 2021$431,000
-1.8%
2,4070.0%0.01%0.0%
Q2 2021$439,000
+98.6%
2,407
+75.4%
0.01%
+50.0%
Q4 2019$221,000
-23.8%
1,372
-26.0%
0.00%
-33.3%
Q3 2019$290,0001,8550.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders