Invst, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Invst, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$9,496,549
+3846.9%
48,838
+3782.2%
1.37%
+3610.8%
Q4 2022$240,605
-34.6%
1,258
-41.1%
0.04%
-41.3%
Q3 2022$368,000
-96.6%
2,136
-96.2%
0.06%
-96.2%
Q2 2022$10,781,000
+11.9%
55,809
+10.2%
1.67%
+10.7%
Q4 2021$9,631,000
+16.0%
50,665
+6.1%
1.51%
-0.1%
Q4 2020$8,304,000
+19.5%
47,747
+12.9%
1.51%
-6.9%
Q3 2020$6,950,000
+21.6%
42,276
+10.7%
1.62%
-4.5%
Q2 2020$5,715,000
-1.3%
38,205
-11.1%
1.70%
-29.3%
Q1 2020$5,793,000
-15.7%
42,975
-2.4%
2.40%
-22.4%
Q3 2019$6,870,000
+5.9%
44,052
+1.5%
3.09%
-7.2%
Q2 2019$6,489,000
+7.9%
43,404
+4.5%
3.33%
+10.4%
Q1 2019$6,016,000
+4.5%
41,528
-5.4%
3.02%
-6.9%
Q4 2018$5,759,00043,9023.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders