VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,144,956 | -1.4% | 6,268 | +5.0% | 0.38% | +1.3% |
Q2 2023 | $1,160,958 | -34.5% | 5,970 | -35.1% | 0.38% | -34.7% |
Q1 2023 | $1,771,479 | +76.4% | 9,204 | +75.6% | 0.58% | +61.7% |
Q4 2022 | $1,004,062 | +13.3% | 5,241 | +1.7% | 0.36% | +11.5% |
Q3 2022 | $886,000 | -1.0% | 5,155 | +6.7% | 0.32% | +5.2% |
Q2 2022 | $895,000 | -27.1% | 4,830 | -22.9% | 0.30% | -14.8% |
Q1 2022 | $1,228,000 | – | 6,267 | – | 0.36% | – |
Download |
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% |