Centered Wealth LLC dba Miller Equity Capital Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Centered Wealth LLC dba Miller Equity Capital Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,380,985
-6.1%
7,5600.0%0.72%
-4.0%
Q2 2023$1,470,042
+0.5%
7,5600.0%0.74%
-8.9%
Q1 2023$1,463,011
+1.0%
7,5600.0%0.82%
-13.0%
Q4 2022$1,448,269
+11.5%
7,5600.0%0.94%
-1.4%
Q3 2022$1,299,000
-7.3%
7,5600.0%0.95%
-20.3%
Q2 2022$1,401,000
-4.1%
7,560
+1.3%
1.20%
-3.5%
Q1 2022$1,461,000
-2.5%
7,460
-0.5%
1.24%
-11.2%
Q4 2021$1,499,000
+11.5%
7,5000.0%1.40%
+5.4%
Q3 2021$1,344,000
+0.9%
7,500
+2.7%
1.32%
-3.8%
Q2 2021$1,332,000
+1.7%
7,300
-0.7%
1.38%
-16.2%
Q1 2021$1,310,000
+2.5%
7,3500.0%1.64%
-3.9%
Q4 2020$1,278,000
+15.9%
7,350
+8.9%
1.71%
+2.7%
Q3 2020$1,103,000
+9.8%
6,750
+0.4%
1.66%
+1.8%
Q2 2020$1,005,000
+10.7%
6,720
+2.1%
1.63%
-4.2%
Q1 2020$908,000
-10.8%
6,585
+4.3%
1.70%
+30.7%
Q4 2019$1,018,0006,3151.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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