N.E.W. Advisory Services 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
N.E.W. Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,244,073
-9.0%
6,811
-3.1%
0.18%
-6.8%
Q2 2023$1,366,629
-11.5%
7,029
-11.9%
0.19%
-15.6%
Q1 2023$1,543,554
-3.2%
7,977
-4.2%
0.22%
-10.0%
Q4 2022$1,594,809
+1.5%
8,325
-9.0%
0.25%
-12.3%
Q3 2022$1,572,000
-5.9%
9,152
+1.5%
0.28%
-2.4%
Q2 2022$1,671,000
-34.9%
9,019
-37.3%
0.29%
-39.9%
Q1 2022$2,568,000
+41.5%
14,380
+58.4%
0.49%
+77.4%
Q4 2021$1,815,000
-6.7%
9,079
-16.4%
0.27%
-13.6%
Q3 2021$1,946,000
-9.7%
10,858
-8.2%
0.32%
-12.2%
Q2 2021$2,156,000
-15.8%
11,823
-17.8%
0.36%
-24.8%
Q1 2021$2,560,000
-26.1%
14,380
-27.8%
0.48%
-34.1%
Q4 2020$3,464,000
+27.0%
19,924
+19.4%
0.73%
-5.6%
Q3 2020$2,728,000
-4.5%
16,682
-12.6%
0.77%
-13.3%
Q2 2020$2,856,000
-22.3%
19,093
-16.4%
0.89%
-25.5%
Q4 2019$3,676,00022,8351.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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