Congress Wealth Management LLC / DE / - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$2,072,642
+80.0%
10,659
+79.1%
0.05%
+71.4%
Q1 2023$1,151,636
+427.8%
5,951
+422.5%
0.03%
+366.7%
Q4 2022$218,198
-90.3%
1,139
-91.3%
0.01%
-90.0%
Q3 2022$2,238,000
-6.4%
13,022
+0.9%
0.06%
-1.6%
Q2 2022$2,391,000
-6.5%
12,901
-1.2%
0.06%
+8.9%
Q1 2022$2,557,000
+17.2%
13,056
+19.6%
0.06%
+30.2%
Q4 2021$2,182,00010,9170.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders