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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466 | +0.2% | 2,553 | +6.8% | 0.02% | +4.5% |
| Q2 2023 | $465 | -19.1% | 2,390 | -19.6% | 0.02% | -24.1% |
| Q1 2023 | $575 | +13.0% | 2,971 | +11.9% | 0.03% | +3.6% |
| Q4 2022 | $509 | -99.9% | 2,655 | +6.6% | 0.03% | +16.7% |
| Q3 2022 | $428,000 | -8.5% | 2,490 | -1.5% | 0.02% | -4.0% |
| Q2 2022 | $468,000 | -7.0% | 2,527 | -1.5% | 0.02% | +8.7% |
| Q1 2022 | $503,000 | -1.9% | 2,566 | +0.1% | 0.02% | +4.5% |
| Q4 2021 | $513,000 | +11.5% | 2,564 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $460,000 | 0.0% | 2,564 | +1.7% | 0.02% | 0.0% |
| Q2 2021 | $460,000 | -10.2% | 2,521 | -12.2% | 0.02% | -21.4% |
| Q1 2021 | $512,000 | +5.1% | 2,870 | +2.6% | 0.03% | -34.9% |
| Q4 2020 | $487,000 | -66.4% | 2,798 | -68.5% | 0.04% | -69.1% |
| Q3 2020 | $1,451,000 | +33.6% | 8,883 | +22.4% | 0.14% | +35.0% |
| Q2 2020 | $1,086,000 | +122.1% | 7,260 | +104.8% | 0.10% | +77.6% |
| Q1 2020 | $489,000 | -50.7% | 3,545 | -42.3% | 0.06% | -34.1% |
| Q4 2019 | $991,000 | +69.1% | 6,146 | +64.1% | 0.09% | +54.4% |
| Q3 2019 | $586,000 | +41.9% | 3,746 | +34.9% | 0.06% | +35.7% |
| Q2 2019 | $413,000 | – | 2,776 | – | 0.04% | – |
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% |