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 | $294,829 | -11.9% | 1,614 | -6.2% | 0.10% | -8.8% |
Q2 2023 | $334,648 | -0.4% | 1,721 | -0.9% | 0.11% | -7.3% |
Q1 2023 | $335,951 | -7.6% | 1,736 | -8.5% | 0.12% | -10.9% |
Q4 2022 | $363,408 | +5.9% | 1,897 | -5.1% | 0.14% | -4.2% |
Q3 2022 | $343,000 | -14.0% | 1,999 | -7.2% | 0.14% | -7.7% |
Q2 2022 | $399,000 | -5.2% | 2,154 | 0.0% | 0.16% | +8.3% |
Q1 2022 | $421,000 | +5.8% | 2,154 | +8.1% | 0.14% | +9.9% |
Q4 2021 | $398,000 | +23.6% | 1,992 | +11.0% | 0.13% | +12.9% |
Q3 2021 | $322,000 | -5.6% | 1,795 | -4.0% | 0.12% | -7.2% |
Q2 2021 | $341,000 | +2.4% | 1,870 | 0.0% | 0.12% | -3.8% |
Q1 2021 | $333,000 | -2.6% | 1,870 | -5.1% | 0.13% | -7.1% |
Q4 2020 | $342,000 | -8.3% | 1,970 | -13.7% | 0.14% | -18.6% |
Q3 2020 | $373,000 | +3.0% | 2,284 | -5.8% | 0.17% | -2.3% |
Q2 2020 | $362,000 | +47.2% | 2,425 | +35.7% | 0.18% | +31.3% |
Q1 2020 | $246,000 | -15.8% | 1,787 | -1.4% | 0.13% | +16.5% |
Q4 2019 | $292,000 | +3.2% | 1,812 | 0.0% | 0.12% | -7.3% |
Q3 2019 | $283,000 | +5.2% | 1,812 | 0.0% | 0.12% | +4.2% |
Q2 2019 | $269,000 | +22.8% | 1,812 | +20.0% | 0.12% | +19.0% |
Q1 2019 | $219,000 | +3.8% | 1,510 | 0.0% | 0.10% | +13.6% |
Q3 2018 | $211,000 | -3.7% | 1,510 | -7.6% | 0.09% | -16.2% |
Q2 2018 | $219,000 | -26.8% | 1,635 | -25.7% | 0.10% | -28.6% |
Q1 2018 | $299,000 | -27.8% | 2,200 | -22.4% | 0.15% | -26.5% |
Q4 2017 | $414,000 | -7.2% | 2,835 | -13.3% | 0.20% | -7.0% |
Q3 2017 | $446,000 | -29.1% | 3,270 | -26.8% | 0.22% | -31.3% |
Q2 2017 | $629,000 | -28.6% | 4,465 | -28.7% | 0.31% | -31.8% |
Q1 2017 | $881,000 | +3.6% | 6,265 | -1.3% | 0.46% | -0.4% |
Q4 2016 | $850,000 | -6.5% | 6,345 | -4.5% | 0.46% | -10.1% |
Q3 2016 | $909,000 | -2.4% | 6,645 | +0.8% | 0.51% | -3.2% |
Q2 2016 | $931,000 | -2.2% | 6,595 | -6.3% | 0.53% | -6.4% |
Q1 2016 | $952,000 | – | 7,040 | – | 0.57% | – |
Download |
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% |