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 | $582,670 | -28.4% | 3,190 | -23.7% | 0.03% | -33.3% |
Q2 2023 | $813,446 | +2.8% | 4,183 | +2.3% | 0.04% | -8.7% |
Q1 2023 | $791,365 | +1.5% | 4,089 | +0.5% | 0.05% | -13.2% |
Q4 2022 | $779,361 | +8.5% | 4,068 | -2.7% | 0.05% | -3.6% |
Q3 2022 | $718,000 | -10.2% | 4,181 | -3.1% | 0.06% | -9.8% |
Q2 2022 | $800,000 | +154.0% | 4,316 | +138.1% | 0.06% | +110.3% |
Q4 2020 | $315,000 | +4.7% | 1,813 | -1.5% | 0.03% | -14.7% |
Q3 2020 | $301,000 | +11.9% | 1,840 | +2.4% | 0.03% | -5.6% |
Q2 2020 | $269,000 | +26.9% | 1,797 | +16.6% | 0.04% | -7.7% |
Q1 2020 | $212,000 | +1.9% | 1,541 | +19.6% | 0.04% | +39.3% |
Q4 2019 | $208,000 | -20.0% | 1,289 | -27.9% | 0.03% | -42.9% |
Q1 2019 | $260,000 | +22.1% | 1,788 | -2.8% | 0.05% | -61.7% |
Q2 2014 | $213,000 | +0.5% | 1,840 | -4.0% | 0.13% | -11.7% |
Q1 2014 | $212,000 | +2.9% | 1,917 | +2.7% | 0.14% | -5.2% |
Q4 2013 | $206,000 | – | 1,867 | – | 0.15% | – |
Download |
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% |