MTM Investment Management, 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
MTM Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$69,157
+0.2%
361
-1.4%
0.04%
-2.7%
Q2 2022$69,000
-4.2%
3660.0%0.04%
+5.7%
Q1 2022$72,000
-1.4%
3660.0%0.04%0.0%
Q4 2021$73,000
+10.6%
3660.0%0.04%
-2.8%
Q3 2021$66,000
-1.5%
3660.0%0.04%
+2.9%
Q2 2021$67,000
+3.1%
3660.0%0.04%
-5.4%
Q1 2021$65,0003660.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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