Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$54,899
-13.9%
301
-8.2%
0.01%
-14.3%
Q2 2023$63,738
-19.4%
328
-19.8%
0.01%
-36.4%
Q1 2023$79,121
-27.7%
409
-28.4%
0.02%
-33.3%
Q4 2022$109,474
-0.5%
571
-4.0%
0.03%
+10.0%
Q2 2022$110,000
-6.0%
595
-0.2%
0.03%0.0%
Q1 2022$117,000
-19.3%
596
-17.9%
0.03%
-14.3%
Q4 2021$145,000
+1218.2%
726
+1110.0%
0.04%
+600.0%
Q3 2021$11,000
-47.6%
60
-47.8%
0.01%
-16.7%
Q2 2021$21,000
-53.3%
115
-54.7%
0.01%
-60.0%
Q1 2021$45,000
+800.0%
254
+719.4%
0.02%
+275.0%
Q4 2020$5,000310.00%
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