VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,507,876 | -6.1% | 13,729 | 0.0% | 1.37% | +14.8% |
Q2 2023 | $2,669,604 | -46.1% | 13,729 | -46.4% | 1.19% | -44.7% |
Q1 2023 | $4,956,628 | +2.1% | 25,613 | +1.0% | 2.15% | -2.0% |
Q4 2022 | $4,856,300 | +14.7% | 25,350 | +2.8% | 2.20% | +14.1% |
Q3 2022 | $4,235,000 | -7.3% | 24,651 | 0.0% | 1.93% | +5.0% |
Q2 2022 | $4,569,000 | -17.3% | 24,651 | -12.5% | 1.84% | -7.5% |
Q1 2022 | $5,522,000 | +1.7% | 28,186 | +3.7% | 1.99% | +35.0% |
Q4 2021 | $5,432,000 | +12.3% | 27,176 | +0.7% | 1.47% | +13.3% |
Q3 2021 | $4,837,000 | -3.2% | 26,991 | -1.4% | 1.30% | +13.9% |
Q2 2021 | $4,997,000 | +2.4% | 27,379 | 0.0% | 1.14% | -36.7% |
Q1 2021 | $4,880,000 | -64.3% | 27,379 | -65.2% | 1.80% | -49.1% |
Q4 2020 | $13,665,000 | -14.0% | 78,575 | -19.2% | 3.53% | -34.8% |
Q3 2020 | $15,892,000 | +12.6% | 97,269 | +3.1% | 5.42% | -0.9% |
Q2 2020 | $14,116,000 | +469.4% | 94,376 | +423.9% | 5.47% | +357.7% |
Q1 2020 | $2,479,000 | – | 18,014 | – | 1.20% | – |
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% |