Emerald Advisors, LLC - 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
Emerald Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$307,927
-6.1%
1,6860.0%0.07%
-10.1%
Q2 2023$327,785
+0.5%
1,6860.0%0.08%
-6.0%
Q1 2023$326,217
+1.0%
1,6860.0%0.08%
-5.6%
Q4 2022$322,930
+11.4%
1,6860.0%0.09%
+6.0%
Q3 2022$290,000
-7.1%
1,6860.0%0.08%
-3.4%
Q2 2022$312,000
-5.5%
1,6860.0%0.09%
+11.5%
Q1 2022$330,000
-2.1%
1,6860.0%0.08%
-3.7%
Q4 2021$337,000
+11.6%
1,6860.0%0.08%
-5.8%
Q3 2021$302,000
-1.9%
1,6860.0%0.09%
-10.4%
Q2 2021$308,000
+2.7%
1,6860.0%0.10%
-11.9%
Q1 2021$300,000
+2.4%
1,6860.0%0.11%
+7.9%
Q4 2020$293,000
+6.5%
1,686
+0.1%
0.10%
-3.8%
Q3 2020$275,000
+9.6%
1,685
+0.5%
0.10%
-5.4%
Q2 2020$251,0000.0%1,677
-1.2%
0.11%
-1.8%
Q1 2020$251,000
-29.1%
1,697
-22.5%
0.11%
-66.5%
Q4 2019$354,0002,1910.34%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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