Accel Wealth Management - 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
Accel Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,634,117
+1.1%
8,946
+7.7%
0.91%
+2.4%
Q2 2023$1,615,659
+8.0%
8,309
+7.5%
0.89%
+45.3%
Q1 2023$1,495,834
+1.9%
7,730
+0.9%
0.61%
-12.8%
Q4 2022$1,467,434
+5.6%
7,660
-2.0%
0.70%
-5.4%
Q3 2022$1,389,000
-4.9%
7,813
+0.2%
0.74%
-11.6%
Q2 2022$1,461,000
-2.1%
7,794
+3.9%
0.84%
+8.8%
Q1 2022$1,492,000
-0.5%
7,505
+0.1%
0.77%
+4.9%
Q4 2021$1,499,000
+243.0%
7,501
+207.9%
0.74%
+160.6%
Q3 2021$437,000
-45.9%
2,436
-45.0%
0.28%
-47.4%
Q2 2021$808,000
+11.4%
4,429
+8.8%
0.54%
-8.7%
Q1 2021$725,000
+6.6%
4,070
+4.2%
0.59%
-7.3%
Q4 2020$680,0003,9070.63%
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