VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,200 | -13.3% | 3,543 | -7.7% | 0.02% | -14.3% |
| Q2 2023 | $746,105 | -11.5% | 3,837 | -11.9% | 0.03% | -20.0% |
| Q1 2023 | $842,587 | +22.7% | 4,354 | +21.5% | 0.04% | +6.1% |
| Q4 2022 | $686,587 | +45.8% | 3,584 | +30.7% | 0.03% | +32.0% |
| Q3 2022 | $471,000 | -4.5% | 2,742 | +3.0% | 0.02% | -3.8% |
| Q2 2022 | $493,000 | -9.0% | 2,662 | -3.7% | 0.03% | +4.0% |
| Q1 2022 | $542,000 | -4.9% | 2,764 | -3.1% | 0.02% | -3.8% |
| Q4 2021 | $570,000 | +6.7% | 2,852 | -4.2% | 0.03% | -3.7% |
| Q3 2021 | $534,000 | -1.8% | 2,978 | 0.0% | 0.03% | -6.9% |
| Q2 2021 | $544,000 | +7.7% | 2,978 | +5.2% | 0.03% | 0.0% |
| Q1 2021 | $505,000 | +13.0% | 2,832 | +10.2% | 0.03% | +3.6% |
| Q4 2020 | $447,000 | -10.6% | 2,569 | -16.0% | 0.03% | -24.3% |
| Q3 2020 | $500,000 | -2.3% | 3,060 | -10.7% | 0.04% | -15.9% |
| Q2 2020 | $512,000 | +6.2% | 3,426 | -1.9% | 0.04% | -17.0% |
| Q1 2020 | $482,000 | – | 3,494 | – | 0.05% | – |
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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% |