VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 124 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 2.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,179 | -0.5% | 2,771 | +6.0% | 0.03% | -3.6% |
| Q2 2023 | $508,487 | +0.5% | 2,615 | 0.0% | 0.03% | -6.7% |
| Q1 2023 | $506,055 | +5.5% | 2,615 | +4.4% | 0.03% | +3.4% |
| Q4 2022 | $479,883 | +3.2% | 2,505 | -7.4% | 0.03% | -9.4% |
| Q3 2022 | $465,000 | -15.6% | 2,705 | -9.0% | 0.03% | -13.5% |
| Q2 2022 | $551,000 | -6.0% | 2,971 | -0.7% | 0.04% | +8.8% |
| Q1 2022 | $586,000 | +18.4% | 2,993 | +8.3% | 0.03% | +6.2% |
| Q4 2021 | $495,000 | 0.0% | 2,763 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $495,000 | -2.0% | 2,763 | -0.1% | 0.03% | 0.0% |
| Q2 2021 | $505,000 | +2.4% | 2,766 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $493,000 | -4.6% | 2,766 | -7.0% | 0.03% | -26.7% |
| Q4 2020 | $517,000 | -1.0% | 2,974 | -6.9% | 0.04% | -16.7% |
| Q3 2020 | $522,000 | +5.5% | 3,194 | -3.5% | 0.05% | -1.8% |
| Q2 2020 | $495,000 | +6.0% | 3,309 | -2.4% | 0.06% | -12.7% |
| Q1 2020 | $467,000 | -20.3% | 3,389 | -6.7% | 0.06% | -4.5% |
| Q4 2019 | $586,000 | +5.4% | 3,634 | +2.3% | 0.07% | -2.9% |
| Q3 2019 | $556,000 | +3.5% | 3,554 | -1.6% | 0.07% | +3.0% |
| Q2 2019 | $537,000 | +2.5% | 3,611 | 0.0% | 0.07% | -2.9% |
| Q1 2019 | $524,000 | +9.9% | 3,611 | -0.7% | 0.07% | -5.6% |
| Q4 2018 | $477,000 | -9.3% | 3,636 | -3.2% | 0.07% | +1.4% |
| Q3 2018 | $526,000 | +4.4% | 3,756 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $504,000 | +1.0% | 3,756 | +2.5% | 0.07% | -1.4% |
| Q1 2018 | $499,000 | -8.3% | 3,666 | -1.6% | 0.07% | -6.4% |
| Q4 2017 | $544,000 | +5.4% | 3,725 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $516,000 | -4.3% | 3,725 | -2.5% | 0.08% | -7.1% |
| Q2 2017 | $539,000 | -0.2% | 3,819 | -0.5% | 0.08% | -2.3% |
| Q1 2017 | $540,000 | +7.6% | 3,839 | +2.4% | 0.09% | +4.8% |
| Q4 2016 | $502,000 | -0.6% | 3,749 | +1.6% | 0.08% | -7.8% |
| Q3 2016 | $505,000 | -3.1% | 3,689 | 0.0% | 0.09% | -4.3% |
| Q2 2016 | $521,000 | -14.9% | 3,689 | -18.4% | 0.09% | -20.3% |
| Q1 2016 | $612,000 | +2.2% | 4,519 | -2.6% | 0.12% | -7.8% |
| Q4 2015 | $599,000 | -0.2% | 4,639 | -6.3% | 0.13% | -11.1% |
| Q3 2015 | $600,000 | +14.3% | 4,949 | +17.8% | 0.14% | +20.0% |
| Q2 2015 | $525,000 | -3.5% | 4,200 | -2.0% | 0.12% | -4.0% |
| Q1 2015 | $544,000 | +6.2% | 4,285 | +4.8% | 0.12% | +0.8% |
| Q4 2014 | $512,000 | +1.4% | 4,090 | -4.8% | 0.12% | -3.1% |
| Q3 2014 | $505,000 | +1.4% | 4,295 | 0.0% | 0.13% | +7.6% |
| Q2 2014 | $498,000 | +4.6% | 4,295 | 0.0% | 0.12% | +2.6% |
| Q1 2014 | $476,000 | +2.1% | 4,295 | +1.4% | 0.12% | +2.7% |
| Q4 2013 | $466,000 | +4.5% | 4,235 | -1.6% | 0.11% | -2.6% |
| Q3 2013 | $446,000 | +1.6% | 4,305 | 0.0% | 0.12% | -3.3% |
| Q2 2013 | $439,000 | – | 4,305 | – | 0.12% | – |
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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% |