Spire Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q1 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