Concord Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 531 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$41,141
-29.3%
203
-28.8%
0.01%
-30.0%
Q1 2024$58,205
+7.3%
285
+0.4%
0.01%
-9.1%
Q4 2023$54,259
-1.2%
284
-5.6%
0.01%
-8.3%
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 Q2 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders