Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,557,129
-17.2%
13,999
-11.8%
1.72%
-3.1%
Q2 2023$3,087,735
-0.3%
15,879
-0.7%
1.77%
+2.8%
Q1 2023$3,096,007
+2.8%
15,998
+1.8%
1.72%
-8.9%
Q4 2022$3,010,256
+13.5%
15,714
+1.8%
1.89%
+34.1%
Q3 2022$2,652,000
+405.1%
15,437
+444.5%
1.41%
+410.9%
Q2 2022$525,000
-77.7%
2,835
-78.6%
0.28%
-76.1%
Q1 2021$2,356,000
+8.2%
13,220
-0.8%
1.16%
-11.6%
Q4 2020$2,178,0000.0%13,3330.0%1.31%0.0%
Q3 2020$2,178,000
+10.4%
13,333
+1.1%
1.31%
+1.9%
Q2 2020$1,972,000
+51.3%
13,184
+39.5%
1.28%
+22.0%
Q1 2020$1,303,0009,4521.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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