VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $254,000 | -18.1% | 1,390 | -20.1% | 0.03% | -24.4% |
| Q1 2021 | $310,000 | -9.1% | 1,740 | -11.2% | 0.04% | -16.7% |
| Q4 2020 | $341,000 | +4.0% | 1,960 | -2.5% | 0.05% | -10.0% |
| Q3 2020 | $328,000 | -17.4% | 2,010 | -24.3% | 0.06% | -23.1% |
| Q2 2020 | $397,000 | -12.7% | 2,655 | -19.7% | 0.08% | -31.0% |
| Q1 2020 | $455,000 | -27.3% | 3,305 | -15.0% | 0.11% | -7.4% |
| Q4 2019 | $626,000 | +1.8% | 3,886 | -1.1% | 0.12% | -9.6% |
| Q3 2019 | $615,000 | +0.7% | 3,929 | -4.4% | 0.14% | -3.6% |
| Q2 2019 | $611,000 | +2.3% | 4,110 | 0.0% | 0.14% | 0.0% |
| Q1 2019 | $597,000 | +10.8% | 4,110 | 0.0% | 0.14% | -4.8% |
| Q4 2018 | $539,000 | – | 4,110 | – | 0.15% | – |
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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% |