VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
BCM ADVISORS, LLC | 210,951 | $39,960,000 | 11.00% |
Morningstar Investment Management LLC | 254,721 | $47,210,000 | 9.05% |
Weitzel Financial Services, Inc. | 70,925 | $13,145,332,000 | 8.87% |
Blackston Financial Advisory Group, LLC | 64,475 | $12,107,000 | 7.91% |
Blankinship & Foster, LLC | 88,386 | $16,382,000 | 7.56% |
Curtis Advisory Group, LLC | 90,000 | $16,681,000 | 6.62% |
Elwood & Goetz Wealth Advisory Group, LLC | 98,925 | $18,335,000 | 6.13% |
Beacon Capital Management, LLC | 123,117 | $24,119,000 | 5.98% |
SELDON CAPITAL LP | 49,593 | $9,192,000 | 5.32% |
Marotta Asset Management | 96,641 | $18,164,642,000 | 4.47% |