VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,848,893 | +69.0% | 21,539 | +82.1% | 0.08% | +82.6% |
| Q2 2023 | $2,277,404 | +6.0% | 11,829 | +7.9% | 0.05% | +9.5% |
| Q1 2023 | $2,148,657 | -10.2% | 10,964 | -10.6% | 0.04% | -12.5% |
| Q4 2022 | $2,391,756 | +90.4% | 12,264 | +70.5% | 0.05% | +65.5% |
| Q3 2022 | $1,256,000 | +75.9% | 7,195 | +88.7% | 0.03% | +81.2% |
| Q2 2022 | $714,000 | +244.9% | 3,812 | +269.0% | 0.02% | +300.0% |
| Q4 2021 | $207,000 | -88.7% | 1,033 | -92.2% | 0.00% | -97.6% |
| Q3 2017 | $1,839,000 | +9.5% | 13,274 | +11.4% | 0.17% | +4.4% |
| Q2 2017 | $1,680,000 | – | 11,913 | – | 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% |