Avion Wealth - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$149
-18.6%
817
-13.3%
0.04%
-10.4%
Q2 2023$183
-8.5%
942
-10.2%
0.05%
-12.7%
Q1 2023$200
+63.9%
1,049
+47.1%
0.06%
+44.7%
Q4 2022$122
-99.9%
7130.0%0.04%0.0%
Q3 2022$122,000
+17.3%
713
+26.6%
0.04%
+18.8%
Q2 2022$104,000
+447.4%
563
+474.5%
0.03%
+540.0%
Q1 2022$19,000
+111.1%
98
+127.9%
0.01%
+66.7%
Q4 2021$9,000
+12.5%
430.0%0.00%
+50.0%
Q3 2021$8,000430.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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