BANK OF MONTREAL /CAN/ - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$275,924
-1.9%
1,4340.0%0.00%
Q2 2023$281,330
+2.4%
1,434
+1.2%
0.00%
Q4 2022$274,859
+18.0%
1,417
+14.8%
0.00%
Q3 2022$233,000
+7.4%
1,234
+6.7%
0.00%
Q2 2022$217,000
-81.7%
1,156
-80.8%
0.00%
-100.0%
Q1 2022$1,184,000
+6.6%
6,010
+7.7%
0.00%0.0%
Q4 2021$1,111,000
+10.4%
5,581
+3.0%
0.00%
Q3 2021$1,006,000
-72.3%
5,416
-72.9%
0.00%
-100.0%
Q2 2021$3,636,000
+291.4%
19,992
+287.4%
0.00%
+100.0%
Q1 2021$929,000
-48.1%
5,161
-50.5%
0.00%0.0%
Q4 2020$1,789,000
-29.5%
10,424
-32.7%
0.00%
-50.0%
Q3 2020$2,536,000
+6.2%
15,478
-2.4%
0.00%0.0%
Q2 2020$2,387,000
+7.6%
15,852
-1.0%
0.00%
-33.3%
Q1 2020$2,218,000
-50.9%
16,008
-42.8%
0.00%0.0%
Q4 2019$4,513,000
+78.6%
27,996
+73.5%
0.00%
+50.0%
Q3 2019$2,527,000
+32.9%
16,139
+26.3%
0.00%0.0%
Q2 2019$1,901,000
+20.2%
12,780
+17.3%
0.00%
+100.0%
Q1 2019$1,582,000
+61.9%
10,896
+46.3%
0.00%0.0%
Q4 2018$977,000
+1185.5%
7,450
+1267.0%
0.00%
Q3 2018$76,000
+4.1%
5450.0%0.00%
Q2 2018$73,000
-1.4%
5450.0%0.00%
Q1 2018$74,000
-6.3%
5450.0%0.00%
Q4 2017$79,000
-4.8%
545
-8.4%
0.00%
Q3 2017$83,000
+7.8%
595
+9.2%
0.00%
Q2 2017$77,000
+10.0%
545
+9.0%
0.00%
Q1 2017$70,000
-50.4%
500
-53.7%
0.00%
Q4 2016$141,0000.0%1,081
+4.4%
0.00%
Q3 2016$141,000
-14.0%
1,035
-10.9%
0.00%
Q2 2016$164,000
+9.3%
1,161
+5.1%
0.00%
Q1 2016$150,000
+4.9%
1,1050.0%0.00%
Q4 2015$143,000
+6.7%
1,1050.0%0.00%
Q3 2015$134,000
+27.6%
1,105
+31.2%
0.00%
Q2 2015$105,000
-36.4%
842
-35.2%
0.00%
Q1 2015$165,000
-12.2%
1,300
-13.3%
0.00%
Q4 2014$188,000
+7.4%
1,4990.0%0.00%
Q3 2014$175,000
+0.6%
1,4990.0%0.00%
Q2 2014$174,000
+5.5%
1,4990.0%0.00%
Q1 2014$165,0000.0%1,4990.0%0.00%
Q4 2013$165,000
+6.5%
1,4990.0%0.00%
Q3 2013$155,000
-35.1%
1,499
-36.2%
0.00%
Q2 2013$239,0002,3490.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders