VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,463 | -6.1% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $230,423 | +0.5% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $229,321 | +1.0% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $227,011 | -44.5% | 1,185 | -50.1% | 0.01% | -46.7% |
| Q3 2022 | $409,000 | +76.3% | 2,377 | +100.6% | 0.02% | +114.3% |
| Q1 2022 | $232,000 | -2.1% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $237,000 | +11.8% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $212,000 | -1.9% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $216,000 | +2.4% | 1,185 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $211,000 | -12.4% | 1,185 | -14.4% | 0.01% | -22.2% |
| Q4 2020 | $241,000 | +6.6% | 1,385 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $226,000 | +9.2% | 1,385 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $207,000 | – | 1,385 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 210,951 | $39,960,000 | 11.00% |
| Morningstar Investment Management LLC | 254,721 | $47,210,000 | 9.05% |
| Weitzel Financial Services, Inc. | 70,925 | $13,145,332,000 | 8.87% |
| Blackston Financial Advisory Group, LLC | 64,475 | $12,107,000 | 7.91% |
| Blankinship & Foster, LLC | 88,386 | $16,382,000 | 7.56% |
| Curtis Advisory Group, LLC | 90,000 | $16,681,000 | 6.62% |
| Elwood & Goetz Wealth Advisory Group, LLC | 98,925 | $18,335,000 | 6.13% |
| Beacon Capital Management, LLC | 123,117 | $24,119,000 | 5.98% |
| SELDON CAPITAL LP | 49,593 | $9,192,000 | 5.32% |
| Marotta Asset Management | 96,641 | $18,164,642,000 | 4.47% |