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 | $404,249 | -6.1% | 2,213 | 0.0% | 0.10% | -3.8% |
| Q2 2023 | $430,318 | -13.5% | 2,213 | -13.9% | 0.11% | -16.5% |
| Q1 2023 | $497,346 | -14.4% | 2,570 | -15.2% | 0.13% | -15.9% |
| Q4 2022 | $580,830 | -40.1% | 3,032 | -46.3% | 0.15% | -45.5% |
| Q3 2022 | $970,000 | -14.2% | 5,645 | -7.4% | 0.28% | -9.5% |
| Q2 2022 | $1,130,000 | -10.4% | 6,099 | -5.3% | 0.31% | +0.7% |
| Q1 2022 | $1,261,000 | -2.0% | 6,438 | 0.0% | 0.30% | +3.1% |
| Q4 2021 | $1,287,000 | +369.7% | 6,438 | +278.7% | 0.30% | +181.0% |
| Q4 2019 | $274,000 | +3.0% | 1,700 | 0.0% | 0.10% | -4.5% |
| Q3 2019 | $266,000 | – | 1,700 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 210,951 | $39,960,000 | 11.00% |
| Morningstar Investment Management LLC | 254,721 | $47,210,000 | 9.05% |
| Weitzel Financial Services, Inc. | 70,925 | $13,145,332,000 | 8.87% |
| Blackston Financial Advisory Group, LLC | 64,475 | $12,107,000 | 7.91% |
| Blankinship & Foster, LLC | 88,386 | $16,382,000 | 7.56% |
| Curtis Advisory Group, LLC | 90,000 | $16,681,000 | 6.62% |
| Elwood & Goetz Wealth Advisory Group, LLC | 98,925 | $18,335,000 | 6.13% |
| Beacon Capital Management, LLC | 123,117 | $24,119,000 | 5.98% |
| SELDON CAPITAL LP | 49,593 | $9,192,000 | 5.32% |
| Marotta Asset Management | 96,641 | $18,164,642,000 | 4.47% |