Accel Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 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 Q1 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders