MERITAGE PORTFOLIO MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$454
-15.0%
2,485
-9.5%
0.03%
-10.5%
Q2 2023$534
+8.8%
2,747
+8.4%
0.04%
+2.7%
Q1 2023$491
+77.9%
2,535
+75.8%
0.04%
+68.2%
Q4 2022$276
-99.9%
1,442
-24.3%
0.02%
-18.5%
Q3 2022$327,000
-1.2%
1,906
+6.7%
0.03%
+3.8%
Q2 2022$331,000
-6.5%
1,786
-1.2%
0.03%
+18.2%
Q1 2022$354,000
-18.1%
1,808
-16.4%
0.02%
-8.3%
Q4 2021$432,000
+7.5%
2,163
-3.6%
0.02%0.0%
Q3 2021$402,000
+68.2%
2,243
+71.1%
0.02%
+71.4%
Q2 2021$239,000
+10.6%
1,311
+8.3%
0.01%0.0%
Q1 2021$216,000
-96.4%
1,211
-97.0%
0.01%
-97.6%
Q2 2020$5,973,000
+6.6%
39,935
-1.8%
0.57%
-24.6%
Q1 2020$5,602,000
+547.6%
40,647
+657.9%
0.76%
+901.3%
Q4 2019$865,000
-4.1%
5,363
-6.9%
0.08%
-11.6%
Q3 2019$902,000
-90.2%
5,761
-90.7%
0.09%
-90.8%
Q2 2019$9,194,000
-19.6%
61,807
-21.5%
0.94%
-19.2%
Q1 2019$11,431,000
+14.3%
78,719
+3.2%
1.16%
+1.5%
Q4 2018$10,003,000
+140.7%
76,262
+133.0%
1.14%
+173.6%
Q1 2015$4,156,000
-49.8%
32,725
-50.4%
0.42%
-52.6%
Q4 2014$8,271,00066,0400.88%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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