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 | $455,214 | -27.3% | 2,492 | -22.6% | 0.04% | -25.0% |
| Q2 2023 | $626,323 | -0.0% | 3,221 | -0.5% | 0.06% | -8.2% |
| Q1 2023 | $626,424 | -1.4% | 3,237 | -2.4% | 0.06% | -7.6% |
| Q4 2022 | $635,438 | +25.8% | 3,317 | +12.8% | 0.07% | +40.4% |
| Q3 2022 | $505,000 | -10.5% | 2,941 | -0.1% | 0.05% | -4.1% |
| Q2 2022 | $564,000 | – | 2,944 | – | 0.05% | – |
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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% |