Morningstar Investment Services LLC - VANGUARD WORLD FDS ownership

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
Morningstar Investment Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$17,267
-33.8%
94,363
-30.2%
0.22%
-34.2%
Q2 2023$26,083
+0.5%
135,107
-0.1%
0.34%
-3.7%
Q1 2023$25,962
-0.4%
135,238
-0.6%
0.35%
-1.7%
Q4 2022$26,057
-99.9%
136,042
-0.9%
0.36%
-1.1%
Q3 2022$25,395,000
-3.1%
137,254
-3.0%
0.36%
+2.3%
Q2 2022$26,201,000
-24.6%
141,491
-19.8%
0.35%
-9.1%
Q1 2022$34,770,000
-9.2%
176,452
-7.9%
0.39%
-9.4%
Q4 2021$38,289,000
+11.5%
191,625
+1.7%
0.43%
+5.2%
Q3 2021$34,343,000
+4.6%
188,367
+4.0%
0.40%
+3.1%
Q2 2021$32,820,000
-20.3%
181,194
-21.4%
0.39%
-26.8%
Q1 2021$41,203,000
+5.3%
230,443
+2.4%
0.54%
-1.3%
Q4 2020$39,142,000
+7.2%
225,057
-0.3%
0.54%
-3.9%
Q3 2020$36,502,000
+21.9%
225,824
+12.0%
0.57%
+15.0%
Q2 2020$29,933,000
-11.3%
201,609
-16.2%
0.49%
-20.0%
Q1 2020$33,757,000
+41.8%
240,628
+62.9%
0.62%
+64.4%
Q4 2019$23,806,000
-53.5%
147,706
-54.9%
0.37%
-56.9%
Q3 2019$51,248,000
+4.5%
327,606
-0.6%
0.87%
+7.7%
Q2 2019$49,042,000
+5.0%
329,673
+2.5%
0.81%
+0.4%
Q1 2019$46,704,000
+20.5%
321,630
+8.8%
0.80%
+5.7%
Q4 2018$38,759,000295,4810.76%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders