VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 97 filers reported holding VANGUARD WORLD FDS in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $203,590 | +1.3% | 1,047 | +0.8% | 0.03% | -13.2% |
Q1 2023 | $201,068 | +1.0% | 1,039 | 0.0% | 0.04% | -7.3% |
Q4 2022 | $199,041 | +11.8% | 1,039 | 0.0% | 0.04% | +2.5% |
Q3 2022 | $178,000 | -7.8% | 1,039 | 0.0% | 0.04% | -4.8% |
Q2 2022 | $193,000 | -5.4% | 1,039 | 0.0% | 0.04% | +7.7% |
Q1 2022 | $204,000 | +5.7% | 1,039 | +7.8% | 0.04% | +2.6% |
Q4 2021 | $193,000 | +11.6% | 964 | 0.0% | 0.04% | -2.6% |
Q3 2021 | $173,000 | +9.5% | 964 | +11.6% | 0.04% | +8.3% |
Q2 2021 | $158,000 | +20.6% | 864 | +17.7% | 0.04% | +5.9% |
Q1 2021 | $131,000 | +48.9% | 734 | +45.1% | 0.03% | +36.0% |
Q4 2020 | $88,000 | +6.0% | 506 | 0.0% | 0.02% | -7.4% |
Q3 2020 | $83,000 | +9.2% | 506 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $76,000 | -12.6% | 506 | -5.8% | 0.03% | -12.9% |
Q1 2020 | $87,000 | 0.0% | 537 | 0.0% | 0.03% | +3.3% |
Q4 2019 | $87,000 | +3.6% | 537 | 0.0% | 0.03% | -6.2% |
Q3 2019 | $84,000 | +5.0% | 537 | 0.0% | 0.03% | +6.7% |
Q2 2019 | $80,000 | +2.6% | 537 | 0.0% | 0.03% | -6.2% |
Q1 2019 | $78,000 | +11.4% | 537 | +0.4% | 0.03% | -3.0% |
Q4 2018 | $70,000 | -1.4% | 535 | +5.7% | 0.03% | +13.8% |
Q3 2018 | $71,000 | -11.2% | 506 | -14.7% | 0.03% | -17.1% |
Q2 2018 | $80,000 | -73.8% | 593 | -73.6% | 0.04% | -72.2% |
Q1 2018 | $305,000 | -6.7% | 2,243 | +0.0% | 0.13% | -2.3% |
Q4 2017 | $327,000 | +5.1% | 2,242 | +0.0% | 0.13% | -0.8% |
Q3 2017 | $311,000 | +338.0% | 2,241 | +346.4% | 0.13% | +293.9% |
Q2 2017 | $71,000 | +1.4% | 502 | +0.2% | 0.03% | 0.0% |
Q1 2017 | $70,000 | +4.5% | 501 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $67,000 | -2.9% | 501 | 0.0% | 0.03% | -2.9% |
Q3 2016 | $69,000 | -2.8% | 501 | +0.2% | 0.03% | -5.6% |
Q2 2016 | $71,000 | +4.4% | 500 | 0.0% | 0.04% | -5.3% |
Q1 2016 | $68,000 | -86.6% | 500 | +6.6% | 0.04% | -86.4% |
Q4 2015 | $509,000 | +6.5% | 469 | +0.4% | 0.28% | -2.1% |
Q3 2015 | $478,000 | +724.1% | 467 | 0.0% | 0.29% | +717.1% |
Q2 2015 | $58,000 | -1.7% | 467 | 0.0% | 0.04% | -7.9% |
Q1 2015 | $59,000 | +1.7% | 467 | 0.0% | 0.04% | 0.0% |
Q4 2014 | $58,000 | +28.9% | 467 | +20.7% | 0.04% | +26.7% |
Q3 2014 | $45,000 | 0.0% | 387 | 0.0% | 0.03% | -9.1% |
Q2 2014 | $45,000 | +4.7% | 387 | 0.0% | 0.03% | +3.1% |
Q1 2014 | $43,000 | -34.8% | 387 | -35.1% | 0.03% | +28.0% |
Q4 2013 | $66,000 | +112.9% | 596 | +100.0% | 0.02% | 0.0% |
Q3 2013 | $31,000 | +3.3% | 298 | 0.0% | 0.02% | -3.8% |
Q2 2013 | $30,000 | – | 298 | – | 0.03% | – |
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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% |