MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$541,000
-5.9%
3,020
-4.1%
0.04%
-7.7%
Q2 2021$575,000
+2.0%
3,149
-0.4%
0.04%
-4.9%
Q1 2021$564,000
+2.7%
3,163
+0.2%
0.04%
-2.4%
Q4 2020$549,000
+12.7%
3,157
+7.9%
0.04%
-2.3%
Q3 2020$487,000
+0.8%
2,927
-9.4%
0.04%
-8.5%
Q2 2020$483,000
+19.0%
3,231
+9.6%
0.05%0.0%
Q1 2020$406,000
-6.0%
2,947
+10.0%
0.05%
+17.5%
Q4 2019$432,000
+3.1%
2,680
+0.1%
0.04%
-11.1%
Q3 2019$419,000
-3.5%
2,677
-8.2%
0.04%0.0%
Q2 2019$434,000
+19.9%
2,916
+16.8%
0.04%
+15.4%
Q1 2019$362,000
+7.7%
2,496
-2.6%
0.04%
-7.1%
Q4 2018$336,0002,5630.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders