VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,023 | -34.4% | 268 | -30.2% | 0.00% | -25.0% |
| Q2 2023 | $74,726 | +27.7% | 384 | +27.2% | 0.00% | +33.3% |
| Q1 2023 | $58,500 | +158.3% | 302 | +155.9% | 0.00% | +200.0% |
| Q4 2022 | $22,652 | +13.3% | 118 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -9.1% | 118 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -4.3% | 118 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | +4.5% | 118 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | -56.9% | 108 | -62.0% | 0.00% | -66.7% |
| Q1 2021 | $51,000 | +4.1% | 284 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $49,000 | -31.0% | 284 | -34.6% | 0.00% | -40.0% |
| Q3 2020 | $71,000 | +69.0% | 434 | +52.8% | 0.01% | +66.7% |
| Q2 2020 | $42,000 | – | 284 | – | 0.00% | – |
Download | ||||||
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% |