VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,021,304 | -4.6% | 5,590 | +1.5% | 0.24% | -3.6% |
Q2 2023 | $1,070,905 | -2.2% | 5,507 | -2.7% | 0.25% | -10.7% |
Q1 2023 | $1,094,811 | +4.3% | 5,657 | +3.3% | 0.28% | -5.7% |
Q4 2022 | $1,049,490 | +14.2% | 5,478 | +2.4% | 0.30% | +8.4% |
Q3 2022 | $919,000 | -7.3% | 5,351 | 0.0% | 0.28% | -4.2% |
Q2 2022 | $991,000 | -24.4% | 5,351 | -20.0% | 0.29% | -8.9% |
Q1 2022 | $1,311,000 | 0.0% | 6,689 | +1.9% | 0.32% | +0.6% |
Q4 2021 | $1,311,000 | +8.2% | 6,562 | -2.9% | 0.31% | -0.6% |
Q3 2021 | $1,212,000 | +9.4% | 6,760 | +11.4% | 0.32% | +8.6% |
Q2 2021 | $1,108,000 | +29.7% | 6,070 | +26.7% | 0.29% | +20.3% |
Q1 2021 | $854,000 | +17.5% | 4,792 | +14.7% | 0.24% | +8.1% |
Q4 2020 | $727,000 | +6.6% | 4,177 | +0.1% | 0.22% | -5.1% |
Q3 2020 | $682,000 | -9.2% | 4,173 | -16.9% | 0.24% | -22.4% |
Q2 2020 | $751,000 | -10.0% | 5,020 | -17.1% | 0.30% | -20.5% |
Q1 2020 | $834,000 | -19.9% | 6,057 | -6.2% | 0.38% | -4.3% |
Q4 2019 | $1,041,000 | -1.3% | 6,460 | -4.2% | 0.40% | -9.1% |
Q3 2019 | $1,055,000 | -0.2% | 6,740 | -5.2% | 0.44% | -2.0% |
Q2 2019 | $1,057,000 | -6.5% | 7,107 | -8.7% | 0.45% | -11.5% |
Q1 2019 | $1,130,000 | +15.0% | 7,788 | +5.1% | 0.50% | +1.0% |
Q4 2018 | $983,000 | -8.6% | 7,408 | -0.9% | 0.50% | +1.8% |
Q3 2018 | $1,075,000 | +8.0% | 7,472 | +0.9% | 0.49% | -3.2% |
Q2 2018 | $995,000 | +72.7% | 7,405 | +93.3% | 0.51% | +69.6% |
Q1 2018 | $576,000 | – | 3,830 | – | 0.30% | – |
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% |