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 | $17,201,222 | -5.8% | 94,166 | +0.3% | 0.01% | -6.7% |
Q2 2023 | $18,256,726 | +40.2% | 93,889 | +39.5% | 0.02% | +36.4% |
Q1 2023 | $13,026,346 | +11.9% | 67,313 | +10.8% | 0.01% | 0.0% |
Q4 2022 | $11,640,980 | +24.7% | 60,766 | +11.8% | 0.01% | +22.2% |
Q3 2022 | $9,336,000 | +5.9% | 54,344 | +14.3% | 0.01% | 0.0% |
Q2 2022 | $8,812,000 | +5.3% | 47,546 | +11.3% | 0.01% | +28.6% |
Q1 2022 | $8,372,000 | -6.4% | 42,734 | -4.5% | 0.01% | 0.0% |
Q4 2021 | $8,948,000 | +18.7% | 44,769 | +6.4% | 0.01% | 0.0% |
Q3 2021 | $7,539,000 | -7.9% | 42,067 | -6.2% | 0.01% | 0.0% |
Q2 2021 | $8,185,000 | +5.7% | 44,847 | +3.2% | 0.01% | -12.5% |
Q1 2021 | $7,742,000 | +4.7% | 43,438 | +2.1% | 0.01% | 0.0% |
Q4 2020 | $7,397,000 | +6.7% | 42,532 | +0.2% | 0.01% | -11.1% |
Q3 2020 | $6,931,000 | +3.5% | 42,431 | -5.3% | 0.01% | 0.0% |
Q2 2020 | $6,699,000 | -5.6% | 44,792 | -13.0% | 0.01% | -18.2% |
Q1 2020 | $7,098,000 | +11.6% | 51,501 | +30.5% | 0.01% | +37.5% |
Q4 2019 | $6,360,000 | +41.6% | 39,452 | +37.5% | 0.01% | +33.3% |
Q3 2019 | $4,492,000 | +5.0% | 28,691 | -0.3% | 0.01% | 0.0% |
Q2 2019 | $4,280,000 | +36.5% | 28,771 | +33.3% | 0.01% | +20.0% |
Q1 2019 | $3,135,000 | +11.8% | 21,588 | +1.0% | 0.01% | 0.0% |
Q4 2018 | $2,804,000 | +254.5% | 21,378 | +278.6% | 0.01% | +400.0% |
Q3 2018 | $791,000 | +32.9% | 5,646 | +27.5% | 0.00% | 0.0% |
Q2 2018 | $595,000 | +9.2% | 4,429 | +10.6% | 0.00% | 0.0% |
Q1 2018 | $545,000 | -65.1% | 4,004 | -62.6% | 0.00% | -66.7% |
Q4 2017 | $1,563,000 | +18.0% | 10,704 | +11.9% | 0.00% | 0.0% |
Q3 2017 | $1,325,000 | +37.2% | 9,564 | +39.6% | 0.00% | +50.0% |
Q2 2017 | $966,000 | -9.2% | 6,851 | -9.4% | 0.00% | 0.0% |
Q1 2017 | $1,064,000 | +0.4% | 7,565 | -4.3% | 0.00% | -33.3% |
Q4 2016 | $1,060,000 | -4.7% | 7,909 | -2.6% | 0.00% | 0.0% |
Q3 2016 | $1,112,000 | -68.1% | 8,122 | -67.1% | 0.00% | -72.7% |
Q2 2016 | $3,482,000 | +9.5% | 24,662 | +4.9% | 0.01% | 0.0% |
Q1 2016 | $3,181,000 | +18.9% | 23,506 | +13.4% | 0.01% | +10.0% |
Q4 2015 | $2,676,000 | +5.5% | 20,736 | -0.9% | 0.01% | 0.0% |
Q3 2015 | $2,537,000 | -52.3% | 20,926 | -50.8% | 0.01% | -50.0% |
Q2 2015 | $5,315,000 | -16.9% | 42,555 | -15.5% | 0.02% | -28.6% |
Q1 2015 | $6,399,000 | +27.1% | 50,390 | +25.3% | 0.03% | +12.0% |
Q4 2014 | $5,035,000 | +86.3% | 40,204 | +74.8% | 0.02% | +56.2% |
Q3 2014 | $2,703,000 | +17.1% | 23,001 | +15.5% | 0.02% | +14.3% |
Q2 2014 | $2,308,000 | -9.8% | 19,922 | -13.7% | 0.01% | -22.2% |
Q1 2014 | $2,559,000 | +15.5% | 23,093 | +14.8% | 0.02% | +5.9% |
Q4 2013 | $2,215,000 | +12.1% | 20,119 | +5.5% | 0.02% | 0.0% |
Q3 2013 | $1,976,000 | +17.1% | 19,064 | +15.3% | 0.02% | +6.2% |
Q2 2013 | $1,687,000 | – | 16,540 | – | 0.02% | – |
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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% |