Spire Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 395 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$391,679
-0.5%
1,9290.0%0.01%
+100.0%
Q1 2024$393,821
+1.4%
1,929
-5.2%
0.01%
-46.2%
Q4 2023$388,367
+13.7%
2,035
+8.9%
0.01%0.0%
Q3 2023$341,489
-12.2%
1,869
-6.6%
0.01%
-7.1%
Q2 2023$388,837
-2.1%
2,000
-2.6%
0.01%
-6.7%
Q1 2023$397,234
+86443.4%
2,053
-14.3%
0.02%
-42.3%
Q4 2022$459
-99.9%
2,396
+0.5%
0.03%
+4.0%
Q3 2022$409,000
-26.3%
2,383
-20.5%
0.02%
+8.7%
Q2 2022$555,000
-12.7%
2,996
-7.7%
0.02%
+35.3%
Q1 2022$636,000
-7.8%
3,246
-5.9%
0.02%
+13.3%
Q4 2021$690,000
+27.1%
3,450
+13.8%
0.02%
+7.1%
Q3 2021$543,000
-10.2%
3,032
-8.6%
0.01%
-12.5%
Q2 2021$605,000
-10.9%
3,317
-12.9%
0.02%
-11.1%
Q1 2021$679,0003,8090.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 134,180$18,922,00015.86%
D'Orazio & Associates, Inc. 186,285$26,270,00010.21%
Beacon Capital Management, Inc. 1,051,603$148,297,0007.33%
Madden Advisory Services, Inc. 34,583$4,876,0003.21%
McKinley Carter Wealth Services, Inc. 44,290$6,246,0002.76%
XPONANCE, INC. 118,194$8,282,0002.07%
Quantitative Advantage, LLC 41,183$5,808,0001.83%
FIRST FINANCIAL CORP /IN/ 19,025$2,683,0001.70%
Apriem Advisors 28,397$4,005,0001.06%
RAND WEALTH, LLC 55,307$7,799,0001.06%
View complete list of VANGUARD WORLD FDS shareholders