VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 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% | – |
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% |