SOA Wealth 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$10,951
-5.4%
600.0%0.00%0.0%
Q2 2023$11,575
+0.5%
600.0%0.00%0.0%
Q1 2023$11,519
+1.5%
60
+1.7%
0.00%0.0%
Q4 2022$11,353
+13.5%
59
+1.7%
0.00%0.0%
Q3 2022$10,0000.0%580.0%0.00%0.0%
Q2 2022$10,000
-9.1%
580.0%0.00%0.0%
Q1 2022$11,0000.0%58
+1.8%
0.00%0.0%
Q4 2021$11,000
+10.0%
570.0%0.00%0.0%
Q3 2021$10,0000.0%570.0%0.00%0.0%
Q2 2021$10,0000.0%57
+1.8%
0.00%0.0%
Q1 2021$10,000
+11.1%
560.0%0.00%
+50.0%
Q4 2020$9,000560.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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