Wellspring Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 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 2023
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