SWMG, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 395,280$63,719,00012.34%
Blankinship & Foster, LLC 107,746$17,369,0009.58%
Beacon Capital Management, Inc. 1,115,440$179,809,0007.97%
Morningstar Investment Management LLC 243,952$39,325,0006.86%
Strategic Wealth Management Group, LLC 60,252$9,713,0006.29%
HC Advisors, LLC 30,375$4,896,0005.05%
Berkeley Capital Partners, LLC 53,464$8,618,0004.41%
Main Management LLC 199,622$32,179,0004.33%
Tatro Capital, LLC 25,927$4,179,0003.75%
Arkadios Wealth Advisors 30,468$5,008,256,0003.00%
View complete list of VANGUARD WORLD FDS shareholders