Wellspring Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,446,669
-4.9%
797,645
-0.0%
0.72%
-1.8%
Q2 2023$2,572,218
-11.8%
797,741
-0.2%
0.73%
-15.9%
Q1 2023$2,916,668
+7.8%
799,565
+0.1%
0.87%
-3.8%
Q4 2022$2,706,219
+6.1%
798,578
-0.0%
0.90%
-4.5%
Q3 2022$2,551,000
-11.2%
798,824
-0.1%
0.94%
-5.9%
Q2 2022$2,873,000
+15.4%
799,812
+0.3%
1.00%
+36.4%
Q1 2022$2,490,000
-10.1%
797,252
-0.2%
0.73%
-4.9%
Q4 2021$2,770,000
+99.6%
798,482
+10209.6%
0.77%
+84.7%
Q3 2021$1,388,000
+19.4%
7,745
+21.6%
0.42%
+14.5%
Q2 2021$1,162,0006,3690.36%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders