STEPHENS INC /AR/ - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 472 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
STEPHENS INC /AR/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$595,490
-6.3%
3,260
-0.2%
0.01%0.0%
Q2 2023$635,458
+0.5%
3,2680.0%0.01%
-8.3%
Q1 2023$632,419
-3.7%
3,268
-4.6%
0.01%
-7.7%
Q4 2022$656,468
+3.1%
3,427
-7.6%
0.01%
-7.1%
Q3 2022$637,000
-5.6%
3,707
+1.8%
0.01%0.0%
Q2 2022$675,000
-9.6%
3,642
-4.5%
0.01%
+16.7%
Q1 2022$747,000
-76.1%
3,814
-75.6%
0.01%
-74.5%
Q4 2021$3,125,000
-9.9%
15,635
-19.2%
0.05%
-13.0%
Q3 2021$3,467,000
-1.8%
19,346
+0.1%
0.05%
+1.9%
Q2 2021$3,529,000
+7.7%
19,334
+5.1%
0.05%
-1.9%
Q1 2021$3,277,000
+16.5%
18,388
+13.7%
0.05%
+8.0%
Q4 2020$2,812,000
+7.9%
16,166
+1.4%
0.05%
-2.0%
Q3 2020$2,605,000
+8.1%
15,947
-1.0%
0.05%
-1.9%
Q2 2020$2,410,000
+10.7%
16,110
+2.0%
0.05%
-10.3%
Q1 2020$2,177,000
-8.2%
15,793
+7.3%
0.06%
+16.0%
Q4 2019$2,372,000
+10.8%
14,715
+7.6%
0.05%
+6.4%
Q3 2019$2,140,000
+8.1%
13,672
+2.7%
0.05%
+4.4%
Q2 2019$1,980,000
+15.5%
13,312
+12.7%
0.04%
+9.8%
Q1 2019$1,715,000
+26.8%
11,808
+14.6%
0.04%
+7.9%
Q4 2018$1,352,000
-5.2%
10,306
+1.3%
0.04%
+8.6%
Q3 2018$1,426,000
+94.8%
10,177
+86.8%
0.04%
+59.1%
Q2 2018$732,000
+38.9%
5,449
+13.9%
0.02%
-15.4%
Q4 2013$527,000
+5.0%
4,784
-1.2%
0.03%
-3.7%
Q3 2013$502,000
+1.4%
4,842
-0.2%
0.03%
-3.6%
Q2 2013$495,0004,8530.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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