VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $253,087 | -5.4% | 1,385 | +0.7% | 0.04% | -2.7% |
Q2 2023 | $267,501 | +0.5% | 1,376 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $266,221 | +1.5% | 1,376 | +0.4% | 0.04% | +5.7% |
Q4 2022 | $262,382 | +13.1% | 1,370 | +1.5% | 0.04% | 0.0% |
Q3 2022 | $232,000 | -33.3% | 1,350 | -28.2% | 0.04% | -22.2% |
Q2 2022 | $348,000 | -4.9% | 1,879 | +0.6% | 0.04% | -4.3% |
Q1 2022 | $366,000 | -1.6% | 1,867 | +0.4% | 0.05% | 0.0% |
Q4 2021 | $372,000 | +14.1% | 1,860 | +2.1% | 0.05% | +4.4% |
Q3 2021 | $326,000 | -86.7% | 1,821 | -86.5% | 0.04% | -85.6% |
Q2 2021 | $2,460,000 | +7.0% | 13,479 | +4.4% | 0.31% | +2.6% |
Q1 2021 | $2,300,000 | +20.1% | 12,905 | +17.2% | 0.30% | +4.5% |
Q4 2020 | $1,915,000 | +11.9% | 11,009 | +5.1% | 0.29% | +5.8% |
Q3 2020 | $1,712,000 | +9.8% | 10,478 | +0.5% | 0.28% | +6.2% |
Q2 2020 | $1,559,000 | +66.0% | 10,423 | +53.0% | 0.26% | +42.9% |
Q1 2020 | $939,000 | +89.7% | 6,812 | +42.7% | 0.18% | +62.5% |
Q3 2013 | $495,000 | +0.6% | 4,774 | -1.0% | 0.11% | -8.2% |
Q2 2013 | $492,000 | – | 4,820 | – | 0.12% | – |
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% |