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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $396,211 | -6.1% | 2,169 | 0.0% | 0.17% | -4.6% |
Q2 2023 | $421,762 | +0.5% | 2,169 | 0.0% | 0.18% | -2.2% |
Q1 2023 | $419,745 | +1.0% | 2,169 | 0.0% | 0.18% | 0.0% |
Q4 2022 | $415,515 | +11.4% | 2,169 | 0.0% | 0.18% | +4.1% |
Q3 2022 | $373,000 | -7.2% | 2,169 | 0.0% | 0.17% | +0.6% |
Q2 2022 | $402,000 | -5.4% | 2,169 | 0.0% | 0.17% | +7.5% |
Q1 2022 | $425,000 | -2.1% | 2,169 | 0.0% | 0.16% | +1.3% |
Q4 2021 | $434,000 | +11.6% | 2,169 | +0.0% | 0.16% | +2.6% |
Q3 2021 | $389,000 | -1.8% | 2,168 | 0.0% | 0.15% | -19.5% |
Q2 2021 | $396,000 | +2.3% | 2,168 | 0.0% | 0.19% | -2.6% |
Q1 2021 | $387,000 | +2.7% | 2,168 | 0.0% | 0.20% | -7.1% |
Q4 2020 | $377,000 | +6.5% | 2,168 | 0.0% | 0.21% | -8.7% |
Q3 2020 | $354,000 | +9.3% | 2,168 | 0.0% | 0.23% | +1.8% |
Q2 2020 | $324,000 | +8.4% | 2,168 | 0.0% | 0.23% | -4.6% |
Q1 2020 | $299,000 | -14.6% | 2,168 | 0.0% | 0.24% | +9.7% |
Q4 2019 | $350,000 | +2.9% | 2,168 | 0.0% | 0.22% | -4.0% |
Q3 2019 | $340,000 | +5.3% | 2,168 | 0.0% | 0.22% | -2.2% |
Q2 2019 | $323,000 | +2.5% | 2,168 | 0.0% | 0.23% | -2.1% |
Q1 2019 | $315,000 | – | 2,168 | – | 0.24% | – |
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% |