VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,856 | -5.4% | 131 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $25,215 | +0.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $25,094 | +1.5% | 130 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $24,732 | +12.4% | 129 | +1.6% | 0.00% | +50.0% |
| Q3 2022 | $22,000 | -8.3% | 127 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $24,000 | -4.0% | 127 | +0.8% | 0.00% | +50.0% |
| Q1 2022 | $25,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +38.9% | 126 | +24.8% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 101 | +1.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 100 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 99 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 99 | +1.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -12.5% | 98 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $16,000 | – | 98 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 33,220 | $4,288,000 | 13.35% |
| D'Orazio & Associates, Inc. | 192,064 | $24,790,000 | 12.10% |
| Berkeley Capital Partners, LLC | 54,664 | $7,056,000 | 5.74% |
| New England Investment & Retirement Group, Inc. | 78,438 | $10,124,000 | 5.34% |
| Madden Advisory Services, Inc. | 30,316 | $3,912,000 | 2.58% |
| Quantitative Advantage, LLC | 53,754 | $6,938,000 | 1.97% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22,705 | $2,931,000 | 1.97% |
| McKinley Carter Wealth Services, Inc. | 24,764 | $3,196,000 | 1.83% |
| Estate Counselors, LLC | 28,850 | $3,724,000 | 1.52% |
| RAND WEALTH, LLC | 63,384 | $8,181,000 | 1.16% |