Arkadios Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,871,124
-5.4%
10,243
+0.7%
0.18%
-22.6%
Q2 2023$1,977,433
+1.4%
10,169
+1.0%
0.23%
-0.9%
Q1 2023$1,949,215
-4.3%
10,072
-5.2%
0.23%
-14.1%
Q4 2022$2,036,143
+1.4%
10,629
-9.1%
0.27%
-11.2%
Q3 2022$2,008,000
-12.3%
11,688
-5.4%
0.30%
-10.9%
Q2 2022$2,290,000
-15.9%
12,353
-11.1%
0.34%
-4.5%
Q1 2022$2,722,000
-19.6%
13,895
-17.9%
0.36%
-20.3%
Q4 2021$3,384,000
+8.1%
16,930
-3.1%
0.45%
-0.7%
Q3 2021$3,131,000
-6.7%
17,474
-5.0%
0.45%
+10.3%
Q2 2021$3,355,000
-13.3%
18,387
-15.4%
0.41%
-35.9%
Q1 2021$3,871,000
-37.7%
21,723
-39.2%
0.64%
-51.1%
Q4 2020$6,215,000
-99.9%
35,736
+1.1%
1.30%
-56.6%
Q3 2020$5,990,970,000
+9.0%
35,361
+0.1%
3.00%
-1.5%
Q2 2020$5,498,413,000
+11.4%
35,327
-1.4%
3.05%
-3.1%
Q1 2020$4,936,273,000
-1.4%
35,817
+17.6%
3.15%
+4.9%
Q4 2019$5,008,256,00030,4683.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders