VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,452,057 | +25.0% | 13,423 | +33.1% | 0.18% | +29.3% |
| Q2 2023 | $1,961,364 | -1.7% | 10,087 | -2.2% | 0.14% | -1.4% |
| Q1 2023 | $1,996,106 | -5.3% | 10,315 | -6.2% | 0.14% | -12.3% |
| Q4 2022 | $2,107,677 | +4.7% | 11,002 | -6.1% | 0.16% | -3.6% |
| Q3 2022 | $2,013,000 | -14.1% | 11,715 | -7.3% | 0.17% | -10.2% |
| Q2 2022 | $2,343,000 | -9.4% | 12,644 | -4.2% | 0.19% | +8.1% |
| Q1 2022 | $2,587,000 | +3.3% | 13,203 | +5.3% | 0.17% | +6.1% |
| Q4 2021 | $2,505,000 | +4.3% | 12,535 | -4.7% | 0.16% | -13.8% |
| Q2 2021 | $2,401,000 | +29.4% | 13,153 | +26.3% | 0.19% | +5.6% |
| Q1 2021 | $1,856,000 | +9.5% | 10,416 | +6.9% | 0.18% | +1.7% |
| Q4 2020 | $1,695,000 | -17.3% | 9,747 | -22.3% | 0.18% | +12.1% |
| Q3 2020 | $2,050,000 | +51.5% | 12,547 | +49.5% | 0.16% | -8.2% |
| Q4 2019 | $1,353,000 | – | 8,394 | – | 0.17% | – |
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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% |