VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 367 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $681,871 | -18.8% | 3,732 | -13.5% | 0.03% | -13.3% |
Q2 2023 | $839,287 | -3.5% | 4,316 | -4.0% | 0.03% | +3.4% |
Q1 2023 | $870,131 | -4.2% | 4,496 | -5.2% | 0.03% | -9.4% |
Q4 2022 | $908,546 | -7.7% | 4,742 | -17.2% | 0.03% | -15.8% |
Q3 2022 | $984,000 | -10.8% | 5,725 | -3.8% | 0.04% | 0.0% |
Q2 2022 | $1,103,000 | -4.1% | 5,952 | +1.4% | 0.04% | +11.8% |
Q1 2022 | $1,150,000 | +49.5% | 5,871 | +52.7% | 0.03% | +61.9% |
Q4 2021 | $769,000 | +21.5% | 3,846 | +9.0% | 0.02% | +10.5% |
Q3 2021 | $633,000 | -2.5% | 3,529 | -0.7% | 0.02% | 0.0% |
Q2 2021 | $649,000 | +7.5% | 3,554 | +4.8% | 0.02% | 0.0% |
Q1 2021 | $604,000 | -4.0% | 3,391 | -6.2% | 0.02% | -9.5% |
Q4 2020 | $629,000 | +0.6% | 3,614 | -5.5% | 0.02% | -16.0% |
Q3 2020 | $625,000 | +7.4% | 3,825 | -1.7% | 0.02% | -3.8% |
Q2 2020 | $582,000 | -5.1% | 3,891 | -12.5% | 0.03% | -27.8% |
Q1 2020 | $613,000 | -16.0% | 4,445 | -1.8% | 0.04% | +16.1% |
Q4 2019 | $730,000 | +2.0% | 4,526 | -1.0% | 0.03% | -8.8% |
Q3 2019 | $716,000 | +3.5% | 4,571 | -1.8% | 0.03% | -5.6% |
Q2 2019 | $692,000 | -6.6% | 4,654 | -8.8% | 0.04% | -14.3% |
Q1 2019 | $741,000 | +11.6% | 5,102 | +0.8% | 0.04% | -12.5% |
Q4 2018 | $664,000 | -8.0% | 5,064 | -1.8% | 0.05% | +14.3% |
Q3 2018 | $722,000 | -7.9% | 5,155 | -11.7% | 0.04% | -19.2% |
Q2 2018 | $784,000 | -28.9% | 5,840 | -27.9% | 0.05% | -35.8% |
Q1 2018 | $1,102,000 | -13.3% | 8,097 | -6.9% | 0.08% | -17.3% |
Q4 2017 | $1,271,000 | +44.3% | 8,699 | +36.9% | 0.10% | +34.2% |
Q3 2017 | $881,000 | +9.6% | 6,356 | +11.5% | 0.07% | -3.9% |
Q2 2017 | $804,000 | -1.2% | 5,702 | -1.5% | 0.08% | -3.8% |
Q1 2017 | $814,000 | +36.3% | 5,791 | +30.1% | 0.08% | +21.5% |
Q4 2016 | $597,000 | -1.2% | 4,452 | +1.0% | 0.06% | -9.7% |
Q3 2016 | $604,000 | +19.8% | 4,409 | +23.4% | 0.07% | +9.1% |
Q2 2016 | $504,000 | +20.3% | 3,572 | +15.3% | 0.07% | +15.8% |
Q1 2016 | $419,000 | +6.1% | 3,097 | +1.3% | 0.06% | +3.6% |
Q4 2015 | $395,000 | -0.3% | 3,058 | -6.3% | 0.06% | -12.7% |
Q3 2015 | $396,000 | -9.8% | 3,264 | -7.1% | 0.06% | +3.3% |
Q2 2015 | $439,000 | +2.8% | 3,513 | +4.6% | 0.06% | +7.0% |
Q1 2015 | $427,000 | +5.4% | 3,359 | +3.8% | 0.06% | +5.6% |
Q4 2014 | $405,000 | – | 3,235 | – | 0.05% | – |
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% |