EPG Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 340 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$53,610
-0.5%
0
-100.0%
0.01%0.0%
Q1 2024$53,903
+5.8%
2640.0%0.01%0.0%
Q4 2023$50,961
+5.8%
2640.0%0.01%
-13.3%
Q3 2023$48,177
-6.0%
2640.0%0.02%0.0%
Q2 2023$51,262
+0.3%
2640.0%0.02%
-6.2%
Q1 2023$51,122
+1.5%
264
+0.4%
0.02%
-15.8%
Q4 2022$50,384
+12.0%
263
+1.5%
0.02%
+5.6%
Q3 2022$45,000
-10.0%
259
+0.4%
0.02%
+5.9%
Q1 2022$50,000
-2.0%
258
+0.4%
0.02%
-5.6%
Q4 2021$51,000
+13.3%
257
+1.2%
0.02%0.0%
Q3 2021$45,000
+40.6%
254
+10.0%
0.02%
-25.0%
Q1 2020$32,000
-13.5%
231
+0.4%
0.02%
-11.1%
Q4 2019$37,0002300.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders