SWMG, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 472 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$304,314
-5.7%
1,565
-6.2%
0.16%
-11.7%
Q1 2023$322,791
-2.7%
1,668
-3.6%
0.18%
-10.4%
Q4 2022$331,608
-37.6%
1,731
-44.0%
0.20%
-41.9%
Q3 2022$531,000
-40.7%
3,092
-32.4%
0.35%
-29.4%
Q1 2022$896,000
-16.3%
4,574
-14.6%
0.49%
-13.9%
Q4 2021$1,071,000
+10.0%
5,357
-1.4%
0.57%
+0.7%
Q3 2021$974,000
+1.6%
5,432
+3.3%
0.56%0.0%
Q2 2021$959,000
-11.8%
5,256
-13.8%
0.56%
-24.1%
Q1 2021$1,087,000
+5.9%
6,100
-0.7%
0.74%
-0.9%
Q4 2020$1,026,0006,1430.75%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders