CGN Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$271,545
+14.1%
1,422
+9.1%
0.04%
+18.8%
Q3 2023$238,019
-14.9%
1,303
-9.4%
0.03%
-20.0%
Q2 2023$279,619
+35.7%
1,438
+29.3%
0.04%
-31.0%
Q2 2022$206,000
-5.5%
1,112
-0.1%
0.06%
+7.4%
Q1 2022$218,000
-2.2%
1,113
-0.4%
0.05%
-6.9%
Q4 2021$223,000
+10.4%
1,117
-0.7%
0.06%
-12.1%
Q3 2021$202,0001,1250.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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