Stonebridge Financial Planning Group, 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
Stonebridge Financial Planning Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,552,757
-11.2%
19,449
-5.5%
2.28%
-6.6%
Q2 2023$4,002,705
-2.5%
20,585
-3.0%
2.44%
-8.0%
Q1 2023$4,105,478
+0.9%
21,215
-0.1%
2.65%
-2.1%
Q4 2022$4,067,558
+14.2%
21,233
+2.4%
2.71%
+8.6%
Q3 2022$3,563,000
-6.7%
20,741
+0.7%
2.49%
-3.8%
Q2 2022$3,817,000
-8.2%
20,595
-3.0%
2.59%
+11.3%
Q1 2022$4,158,000
+1.7%
21,222
+1.1%
2.33%
+8.5%
Q4 2021$4,090,000
+1.4%
21,000
-1.5%
2.15%
+8.8%
Q3 2021$4,033,000
+4.7%
21,324
+1.1%
1.97%
-3.4%
Q2 2021$3,851,000
+3.3%
21,089
+2.3%
2.04%
-6.2%
Q1 2021$3,728,000
-1.7%
20,624
-5.4%
2.18%
-9.3%
Q4 2020$3,791,000
+15.3%
21,797
+12.3%
2.40%
+1.6%
Q3 2020$3,287,000
+44.6%
19,402
+28.3%
2.36%
+22.1%
Q2 2020$2,273,000
+4.7%
15,121
+1.4%
1.94%
-10.6%
Q1 2020$2,172,000
-3.8%
14,913
+6.5%
2.16%
+6.1%
Q4 2019$2,258,00014,0052.04%
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