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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $629,307 | +11.0% | 3,285 | -0.6% | 0.11% | +3.7% |
Q3 2022 | $567,000 | -4.1% | 3,305 | +3.6% | 0.11% | +3.8% |
Q2 2022 | $591,000 | +0.2% | 3,190 | +5.9% | 0.10% | +19.3% |
Q1 2022 | $590,000 | -6.3% | 3,011 | -4.4% | 0.09% | +39.7% |
Q4 2021 | $630,000 | +6.6% | 3,151 | -4.4% | 0.06% | -3.1% |
Q3 2021 | $591,000 | -5.3% | 3,296 | -3.7% | 0.06% | -4.4% |
Q2 2021 | $624,000 | +2.3% | 3,421 | 0.0% | 0.07% | -5.6% |
Q1 2021 | $610,000 | +12.5% | 3,421 | +9.7% | 0.07% | +2.9% |
Q4 2020 | $542,000 | +4.4% | 3,118 | -1.9% | 0.07% | +1.4% |
Q3 2020 | $519,000 | +4.0% | 3,178 | -4.8% | 0.07% | -5.5% |
Q2 2020 | $499,000 | +15.2% | 3,338 | +6.3% | 0.07% | -3.9% |
Q1 2020 | $433,000 | -23.9% | 3,140 | -11.0% | 0.08% | -8.4% |
Q4 2019 | $569,000 | +5.6% | 3,530 | +2.4% | 0.08% | -2.4% |
Q3 2019 | $539,000 | +6.5% | 3,448 | +1.3% | 0.08% | +6.2% |
Q2 2019 | $506,000 | +2.2% | 3,403 | -0.3% | 0.08% | -2.4% |
Q1 2019 | $495,000 | +4.7% | 3,413 | -5.3% | 0.08% | -9.9% |
Q4 2018 | $473,000 | -7.8% | 3,603 | -1.6% | 0.09% | +7.1% |
Q3 2018 | $513,000 | +12.5% | 3,660 | +7.6% | 0.08% | +6.2% |
Q2 2018 | $456,000 | +0.2% | 3,400 | +1.8% | 0.08% | -2.4% |
Q1 2018 | $455,000 | -6.8% | 3,340 | -0.1% | 0.08% | -7.9% |
Q4 2017 | $488,000 | +9.7% | 3,345 | +4.1% | 0.09% | +3.5% |
Q3 2017 | $445,000 | +14.4% | 3,212 | +16.6% | 0.09% | +10.3% |
Q2 2017 | $389,000 | +6.3% | 2,755 | +6.0% | 0.08% | +1.3% |
Q1 2017 | $366,000 | +2.8% | 2,600 | -2.3% | 0.08% | -1.3% |
Q4 2016 | $356,000 | +8.5% | 2,660 | +11.1% | 0.08% | +5.4% |
Q3 2016 | $328,000 | +2.5% | 2,395 | +5.7% | 0.07% | +1.4% |
Q2 2016 | $320,000 | +16.8% | 2,265 | +11.6% | 0.07% | +9.0% |
Q1 2016 | $274,000 | -6.8% | 2,030 | -10.8% | 0.07% | -10.7% |
Q4 2015 | $294,000 | +7.3% | 2,275 | +0.7% | 0.08% | -10.7% |
Q3 2015 | $274,000 | -16.7% | 2,260 | -14.4% | 0.08% | -8.7% |
Q2 2015 | $329,000 | +3.1% | 2,640 | +5.2% | 0.09% | +3.4% |
Q1 2015 | $319,000 | +17.7% | 2,510 | +15.9% | 0.09% | +4.7% |
Q4 2014 | $271,000 | +10.2% | 2,165 | +3.6% | 0.08% | +2.4% |
Q3 2014 | $246,000 | +15.0% | 2,090 | +13.3% | 0.08% | +12.2% |
Q2 2014 | $214,000 | +7.0% | 1,845 | +1.4% | 0.07% | -5.1% |
Q4 2013 | $200,000 | – | 1,820 | – | 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% |