VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,951,846 | +1.8% | 27,108 | +8.4% | 0.53% | -1.5% |
Q2 2023 | $4,864,398 | +11.3% | 25,016 | +10.7% | 0.54% | +6.3% |
Q1 2023 | $4,372,060 | +11.5% | 22,592 | +10.3% | 0.51% | +4.5% |
Q4 2022 | $3,922,422 | +0.7% | 20,475 | -9.7% | 0.48% | -23.7% |
Q3 2022 | $3,896,000 | -15.7% | 22,676 | -9.1% | 0.63% | -11.1% |
Q2 2022 | $4,622,000 | +0.7% | 24,936 | +6.4% | 0.71% | +13.2% |
Q1 2022 | $4,589,000 | +12.2% | 23,426 | +14.5% | 0.63% | +6.1% |
Q4 2021 | $4,090,000 | +17.8% | 20,464 | +5.6% | 0.59% | +2.9% |
Q3 2021 | $3,473,000 | +11.3% | 19,381 | +13.3% | 0.58% | +6.5% |
Q2 2021 | $3,121,000 | +10.2% | 17,102 | +7.7% | 0.54% | +5.2% |
Q1 2021 | $2,831,000 | +20.9% | 15,881 | +17.9% | 0.52% | +8.2% |
Q4 2020 | $2,342,000 | +15.3% | 13,466 | +8.3% | 0.48% | +4.4% |
Q3 2020 | $2,032,000 | +43.9% | 12,438 | +31.7% | 0.46% | +28.8% |
Q2 2020 | $1,412,000 | +15.8% | 9,441 | +6.7% | 0.35% | -5.6% |
Q1 2020 | $1,219,000 | -24.8% | 8,848 | -12.0% | 0.38% | -15.9% |
Q4 2019 | $1,622,000 | +8.1% | 10,059 | +4.9% | 0.45% | +3.7% |
Q3 2019 | $1,501,000 | -1.0% | 9,589 | -5.9% | 0.43% | -11.9% |
Q2 2019 | $1,516,000 | +3.9% | 10,191 | +1.4% | 0.49% | +2.5% |
Q1 2019 | $1,459,000 | +15.2% | 10,048 | +4.0% | 0.48% | +3.0% |
Q4 2018 | $1,267,000 | -28.2% | 9,658 | -23.3% | 0.46% | -20.8% |
Q3 2018 | $1,765,000 | +19.6% | 12,596 | +14.6% | 0.58% | +14.1% |
Q2 2018 | $1,476,000 | +22.5% | 10,993 | +24.2% | 0.51% | +31.0% |
Q1 2018 | $1,205,000 | +39.6% | 8,852 | +49.9% | 0.39% | +30.0% |
Q4 2017 | $863,000 | +27.9% | 5,907 | +21.3% | 0.30% | +19.0% |
Q3 2017 | $675,000 | +49.7% | 4,871 | +52.3% | 0.25% | +47.4% |
Q2 2017 | $451,000 | +12.5% | 3,198 | +12.2% | 0.17% | +6.9% |
Q1 2017 | $401,000 | – | 2,851 | – | 0.16% | – |
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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% |