VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,839,718 | -8.1% | 59,340 | -2.2% | 0.18% | -7.3% |
| Q2 2023 | $11,792,718 | -4.1% | 60,647 | -4.5% | 0.19% | -8.5% |
| Q1 2023 | $12,291,138 | -0.4% | 63,514 | -1.4% | 0.21% | -6.2% |
| Q4 2022 | $12,342,958 | +8.2% | 64,431 | -3.0% | 0.22% | -5.5% |
| Q3 2022 | $11,406,000 | -7.9% | 66,394 | -0.7% | 0.24% | -8.1% |
| Q2 2022 | $12,389,000 | +9.5% | 66,844 | +15.7% | 0.26% | +1.6% |
| Q1 2022 | $11,315,000 | -2.5% | 57,754 | -0.6% | 0.26% | -0.8% |
| Q4 2021 | $11,611,000 | +9.7% | 58,091 | -1.6% | 0.26% | +16.8% |
| Q3 2021 | $10,584,000 | -1.9% | 59,055 | -2.5% | 0.22% | -14.1% |
| Q1 2021 | $10,792,000 | – | 60,552 | – | 0.26% | – |
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% |