Keebeck Wealth Management, 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
Keebeck Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,295,683
-6.2%
12,4970.0%0.40%
+19.0%
Q2 2023$2,447,429
+0.8%
12,497
-0.4%
0.34%
-14.1%
Q1 2023$2,428,095
-0.0%
12,547
-1.0%
0.39%
-8.2%
Q4 2022$2,429,108
+6.4%
12,680
-4.0%
0.43%
-3.2%
Q3 2022$2,283,000
-10.2%
13,209
-3.7%
0.44%
-9.5%
Q2 2022$2,542,000
-13.6%
13,714
-8.6%
0.49%
-0.2%
Q1 2022$2,941,000
-2.0%
15,0120.0%0.49%
-9.1%
Q4 2021$3,001,000
+10.9%
15,0120.0%0.54%
+0.4%
Q3 2021$2,706,000
-1.2%
15,0120.0%0.53%
+35.2%
Q2 2021$2,740,000
+17.5%
15,012
+14.8%
0.40%
+9.1%
Q1 2021$2,331,000
-16.4%
13,077
-18.4%
0.36%
-25.4%
Q4 2020$2,788,000
+6.5%
16,0330.0%0.48%
-10.4%
Q3 2020$2,619,000
+9.2%
16,0330.0%0.54%
-28.6%
Q2 2020$2,398,000
-9.8%
16,033
-16.9%
0.76%
-31.5%
Q1 2020$2,659,000
-14.5%
19,2980.0%1.11%
+12.2%
Q4 2019$3,110,00019,2980.99%
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