IVC Wealth Advisors LLC - 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
IVC Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$301,954
-6.1%
1,6530.0%0.20%
-1.0%
Q2 2023$321,426
+0.5%
1,6530.0%0.20%
-10.1%
Q1 2023$319,889
+1.0%
1,6530.0%0.23%
-2.6%
Q4 2022$316,665
+11.5%
1,6530.0%0.23%
+1.7%
Q3 2022$284,000
-7.5%
1,653
-0.1%
0.23%
-3.8%
Q2 2022$307,000
-5.2%
1,6550.0%0.24%
+11.7%
Q1 2022$324,000
-2.1%
1,6550.0%0.21%0.0%
Q4 2021$331,000
+11.4%
1,6550.0%0.21%
+3.9%
Q3 2021$297,000
+4.6%
1,655
+6.4%
0.20%
+2.5%
Q2 2021$284,0001,5550.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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