Arkadios Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.

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 Q4 2023
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders