Royal Fund 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
Royal Fund Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,647,072
-6.7%
85,658
-0.6%
2.12%
+1.6%
Q2 2023$16,764,205
-2.0%
86,213
-2.4%
2.08%
-14.8%
Q1 2023$17,100,805
-5.7%
88,367
-6.6%
2.45%
-15.1%
Q4 2022$18,126,139
+6.6%
94,619
-4.4%
2.88%
-6.7%
Q3 2022$17,009,000
-16.6%
99,015
-10.1%
3.09%
-8.8%
Q2 2022$20,406,000
-6.9%
110,100
-1.6%
3.39%
+6.7%
Q1 2022$21,929,000
+10.5%
111,938
+12.8%
3.18%
+11.7%
Q4 2021$19,844,000
+17.2%
99,279
+5.1%
2.84%
+15.3%
Q3 2021$16,935,000
+3.2%
94,496
+5.1%
2.47%
-9.2%
Q2 2021$16,414,000
+11.4%
89,935
+8.8%
2.72%
+0.9%
Q1 2021$14,736,000
+20.9%
82,681
+18.0%
2.70%
+4.4%
Q4 2020$12,187,000
+38.2%
70,076
+29.8%
2.58%
+14.5%
Q3 2020$8,816,000
+962.2%
53,971
+871.9%
2.26%
+669.6%
Q2 2020$830,000
+82900.0%
5,553
+50381.8%
0.29%
Q2 2018$1,000110.00%
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