Wellspring Financial Advisors, 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
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 Q4 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders