FirstPurpose Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 557 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2024$504,155
+46.6%
2,542
+41.1%
0.18%
+39.7%
Q4 2023$343,919
+19.8%
1,801
+14.6%
0.13%
+5.6%
Q3 2023$287,157
-11.7%
1,572
-6.0%
0.12%
-10.8%
Q2 2023$325,120
+27.6%
1,672
+27.0%
0.14%
+10.3%
Q1 2023$254,866
+7.9%
1,317
+6.8%
0.13%
-4.5%
Q4 2022$236,206
+12.5%
1,233
+0.7%
0.13%
-4.3%
Q3 2022$210,000
-36.9%
1,225
-28.0%
0.14%
-46.9%
Q1 2022$333,000
+22.0%
1,701
+24.5%
0.26%
+52.0%
Q4 2021$273,0001,3660.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 266,400$34,944,0009.77%
Blankinship & Foster, LLC 108,689$14,257,0009.59%
Strategic Wealth Management Group, LLC 68,909$9,039,0008.68%
Wolff Financial Management LLC 38,001$4,985,0004.85%
RPg Family Wealth Advisory, LLC 31,412$4,120,312,0004.01%
FIFTH THIRD SECURITIES, INC. 18,596$2,439,0003.44%
New England Investment & Retirement Group, Inc. 44,709$5,864,0003.36%
Main Management LLC 162,672$21,338,0003.26%
Invst, LLC 43,902$5,759,0003.24%
Madden Advisory Services, Inc. 33,871$4,442,0002.68%
View complete list of VANGUARD WORLD FDS shareholders