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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $243,000 | -5.8% | 1,365 | -7.8% | 0.01% | -14.3% |
| Q4 2020 | $258,000 | +8.4% | 1,481 | +1.5% | 0.01% | -12.5% |
| Q3 2020 | $238,000 | +13.9% | 1,459 | +4.4% | 0.01% | 0.0% |
| Q2 2020 | $209,000 | +4.0% | 1,397 | -4.2% | 0.01% | -52.9% |
| Q1 2020 | $201,000 | -6.5% | 1,459 | +6.0% | 0.02% | +70.0% |
| Q3 2019 | $215,000 | +4.9% | 1,376 | +0.1% | 0.01% | -56.5% |
| Q2 2019 | $205,000 | -5.5% | 1,375 | -8.3% | 0.02% | +91.7% |
| Q1 2019 | $217,000 | -75.1% | 1,500 | -77.1% | 0.01% | -93.8% |
| Q1 2018 | $870,000 | -7.2% | 6,553 | +1.6% | 0.19% | -20.6% |
| Q4 2017 | $937,000 | +5.3% | 6,448 | +0.2% | 0.24% | -11.6% |
| Q3 2017 | $890,000 | +18.0% | 6,433 | +20.2% | 0.28% | +235.4% |
| Q2 2017 | $754,000 | -22.0% | 5,350 | -22.3% | 0.08% | -81.1% |
| Q1 2017 | $967,000 | – | 6,886 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 444,715 | $79,702,000 | 13.48% |
| Elwood & Goetz Wealth Advisory Group, LLC | 114,780 | $20,571,000 | 7.10% |
| Beacon Capital Management, Inc. | 984,980 | $176,528,000 | 6.53% |
| Blankinship & Foster, LLC | 88,976 | $15,946,000 | 6.48% |
| Marotta Asset Management | 105,837 | $18,968,107,000 | 4.58% |
| CMH Wealth Management LLC | 68,883 | $12,345,000 | 4.05% |
| Tatro Capital, LLC | 24,014 | $4,304,000 | 3.36% |
| Tranquilli Financial Advisor LLC | 23,257 | $4,168,000 | 3.12% |
| Curran Financial Partners, LLC | 32,249 | $5,789,000 | 2.96% |
| Royal Fund Management, LLC | 94,496 | $16,935,000 | 2.47% |