MONTAG A & ASSOCIATES INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,730,993
-6.2%
9,4230.0%0.11%
-4.4%
Q2 2023$1,844,717
+542.8%
9,423
+535.4%
0.11%
+500.0%
Q1 2023$286,991
+66.8%
1,483
+65.1%
0.02%
+58.3%
Q4 2022$172,030
+911.9%
898
+798.0%
0.01%
+1100.0%
Q3 2022$17,000
-10.5%
1000.0%0.00%0.0%
Q2 2022$19,000
-94.4%
100
-94.2%
0.00%
-94.4%
Q1 2022$339,000
+653.3%
1,732
+666.4%
0.02%
+800.0%
Q4 2021$45,000
-11.8%
226
-20.1%
0.00%
-33.3%
Q3 2021$51,000
-28.2%
283
-27.4%
0.00%
-25.0%
Q2 2021$71,000
+1.4%
3900.0%0.00%0.0%
Q1 2021$70,000
-66.0%
390
-67.1%
0.00%
-69.2%
Q4 2020$206,000
-11.2%
1,185
-16.5%
0.01%
-31.6%
Q3 2020$232,000
+6.9%
1,420
+5.5%
0.02%
+11.8%
Q4 2019$217,0001,3460.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders