Morningstar Investment Services LLC - VANGUARD WORLD FDS ownership

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
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 2023
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders