WNY Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,048,616
+13.6%
5,741
+21.0%
0.20%
+4.1%
Q2 2023$922,766
-5.4%
4,746
-5.9%
0.20%
-15.5%
Q1 2023$975,436
-77.6%
5,041
-77.9%
0.23%
-80.3%
Q4 2022$4,363,309
-3.0%
22,777
-13.0%
1.18%
-27.8%
Q3 2022$4,500,000
-9.2%
26,175
-2.1%
1.63%
-2.7%
Q2 2022$4,957,000
-41.7%
26,747
-38.3%
1.68%
-36.0%
Q1 2022$8,501,000
+41.1%
43,319
+44.1%
2.62%
+46.4%
Q4 2021$6,026,000
+17.6%
30,052
+5.0%
1.79%
+1.2%
Q3 2021$5,125,000
+4.3%
28,625
+6.0%
1.77%
+0.6%
Q2 2021$4,913,000
+130.4%
27,004
+125.6%
1.76%
+106.8%
Q1 2021$2,132,000
+17.2%
11,971
+14.2%
0.85%
-7.5%
Q4 2020$1,819,00010,4810.92%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders