IVC Wealth Advisors 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
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 Q3 2022
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