VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 198 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $74,571,000 | +22.6% | 530 | +16.7% | 0.05% | +17.9% |
| Q4 2016 | $60,847,000 | -1.4% | 454 | +0.7% | 0.04% | +2.6% |
| Q3 2016 | $61,716,000 | -2.5% | 451 | +0.7% | 0.04% | -2.6% |
| Q2 2016 | $63,280,000 | +4.9% | 448 | +0.4% | 0.04% | +14.7% |
| Q1 2016 | $60,304,000 | +18.3% | 446 | +12.9% | 0.03% | +17.2% |
| Q4 2015 | $50,983,000 | +6.4% | 395 | 0.0% | 0.03% | -3.3% |
| Q3 2015 | $47,898,000 | -2.9% | 395 | 0.0% | 0.03% | +7.1% |
| Q2 2015 | $49,332,000 | -1.7% | 395 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $50,161,000 | +1.4% | 395 | 0.0% | 0.03% | -24.3% |
| Q4 2014 | $49,469,000 | -1.4% | 395 | 0.0% | 0.04% | +32.1% |
| Q1 2014 | $50,161,000 | – | 395 | – | 0.03% | – |
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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% |