WMG Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$238,932
-6.1%
1,3080.0%0.20%
+8.6%
Q2 2023$254,342
-0.1%
1,308
-0.6%
0.19%
-11.4%
Q1 2023$254,673
+1.0%
1,3160.0%0.21%
-1.9%
Q4 2022$252,107
+14.6%
1,316
+2.3%
0.22%
+8.6%
Q3 2022$220,000
-2.7%
1,286
+6.5%
0.20%
+1.0%
Q2 2022$226,0001,2080.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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