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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,731 | +110.1% | 2,412 | +123.7% | 0.02% | +112.5% |
| Q2 2023 | $209,766 | -2.9% | 1,078 | -7.6% | 0.01% | -27.3% |
| Q2 2022 | $216,000 | -9.6% | 1,167 | -4.5% | 0.01% | +10.0% |
| Q1 2022 | $239,000 | -16.7% | 1,222 | -15.1% | 0.01% | -16.7% |
| Q4 2021 | $287,000 | +38.0% | 1,439 | +24.3% | 0.01% | +20.0% |
| Q3 2021 | $208,000 | -1.4% | 1,158 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $211,000 | +0.5% | 1,158 | -1.7% | 0.01% | -8.3% |
| Q1 2021 | $210,000 | +5.0% | 1,178 | +2.2% | 0.01% | -14.3% |
| Q4 2020 | $200,000 | +135.3% | 1,153 | +122.2% | 0.01% | -56.2% |
| Q3 2020 | $85,000 | -77.9% | 519 | -81.5% | 0.03% | -58.4% |
| Q3 2016 | $384,000 | – | 2,802 | – | 0.08% | – |
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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% |