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 | $695,823 | -39.2% | 3,788 | -35.2% | 0.02% | -26.9% |
Q2 2023 | $1,145,092 | -6.4% | 5,847 | -7.5% | 0.03% | -21.2% |
Q1 2023 | $1,222,921 | +4.2% | 6,319 | +3.2% | 0.03% | 0.0% |
Q4 2022 | $1,173,381 | +106.9% | 6,125 | +85.8% | 0.03% | +94.1% |
Q3 2022 | $567,000 | -3.1% | 3,296 | +4.6% | 0.02% | -32.0% |
Q2 2022 | $585,000 | -3.6% | 3,152 | +1.8% | 0.02% | +25.0% |
Q1 2022 | $607,000 | -1.9% | 3,097 | +0.1% | 0.02% | +11.1% |
Q4 2021 | $619,000 | +12.5% | 3,094 | +0.8% | 0.02% | +5.9% |
Q3 2021 | $550,000 | -3.3% | 3,069 | -1.7% | 0.02% | -5.6% |
Q2 2021 | $569,000 | -0.9% | 3,122 | -3.0% | 0.02% | -10.0% |
Q1 2021 | $574,000 | +5.5% | 3,219 | +3.0% | 0.02% | -31.0% |
Q4 2020 | $544,000 | +7.5% | 3,124 | -0.1% | 0.03% | +7.4% |
Q3 2020 | $506,000 | +27.5% | 3,126 | +18.1% | 0.03% | 0.0% |
Q2 2020 | $397,000 | +6.4% | 2,648 | -2.0% | 0.03% | -15.6% |
Q1 2020 | $373,000 | -6.3% | 2,703 | +9.6% | 0.03% | -5.9% |
Q4 2019 | $398,000 | +2.6% | 2,466 | -0.4% | 0.03% | -10.5% |
Q3 2019 | $388,000 | +9.3% | 2,476 | +3.9% | 0.04% | -2.6% |
Q2 2019 | $355,000 | +29.1% | 2,383 | +26.1% | 0.04% | +14.7% |
Q1 2019 | $275,000 | -47.3% | 1,890 | -52.5% | 0.03% | -54.1% |
Q4 2018 | $522,000 | +63.6% | 3,979 | +74.8% | 0.07% | +94.7% |
Q3 2018 | $319,000 | +3.6% | 2,276 | -0.6% | 0.04% | -7.3% |
Q2 2018 | $308,000 | +38.7% | 2,290 | +40.7% | 0.04% | +32.3% |
Q1 2018 | $222,000 | -6.7% | 1,628 | +0.1% | 0.03% | -3.1% |
Q4 2017 | $238,000 | -22.7% | 1,627 | -25.5% | 0.03% | -42.9% |
Q2 2017 | $308,000 | +1.0% | 2,183 | +0.7% | 0.06% | -8.2% |
Q1 2017 | $305,000 | +4.8% | 2,167 | +0.0% | 0.06% | +3.4% |
Q4 2016 | $291,000 | -37.7% | 2,166 | -36.4% | 0.06% | -35.9% |
Q3 2016 | $467,000 | +24.9% | 3,405 | +28.7% | 0.09% | +22.7% |
Q2 2016 | $374,000 | +1.4% | 2,645 | -7.3% | 0.08% | 0.0% |
Q4 2015 | $369,000 | +74.9% | 2,852 | +64.6% | 0.08% | +47.1% |
Q3 2015 | $211,000 | -27.0% | 1,733 | -25.0% | 0.05% | -29.2% |
Q2 2015 | $289,000 | -18.8% | 2,312 | -17.5% | 0.07% | -17.2% |
Q1 2015 | $356,000 | +1.4% | 2,802 | 0.0% | 0.09% | +1142.9% |
Q4 2014 | $351,000 | -46.7% | 2,802 | -50.0% | 0.01% | -93.0% |
Q3 2014 | $658,000 | -99.7% | 5,604 | +36.8% | 0.10% | +104.1% |
Q2 2014 | $206,811,000 | +80685.5% | 4,095 | +77.1% | 0.05% | -36.4% |
Q1 2014 | $256,000 | – | 2,312 | – | 0.08% | – |
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% |