Founders Financial Alliance, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$65,217
-6.0%
3570.0%0.03%
+3.7%
Q2 2023$69,374
+0.5%
3570.0%0.03%
-20.6%
Q1 2023$69,040
+1.1%
3570.0%0.03%
+9.7%
Q4 2022$68,315
+12.0%
357
+0.3%
0.03%0.0%
Q3 2022$61,000
+510.0%
356
+535.7%
0.03%
+520.0%
Q2 2022$10,000
-9.1%
560.0%0.01%0.0%
Q1 2022$11,0000.0%560.0%0.01%
+25.0%
Q4 2021$11,000
+10.0%
56
+1.8%
0.00%
-20.0%
Q3 2021$10,0000.0%550.0%0.01%0.0%
Q2 2021$10,0000.0%550.0%0.01%0.0%
Q1 2021$10,000550.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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