VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,131 | +1.8% | 5,844 | +0.7% | 0.02% | -9.1% |
| Q4 2022 | $1,111 | -99.9% | 5,802 | -0.4% | 0.02% | -4.3% |
| Q3 2022 | $1,001,000 | -25.4% | 5,825 | -19.5% | 0.02% | -23.3% |
| Q2 2022 | $1,341,000 | -5.9% | 7,234 | -0.5% | 0.03% | +11.1% |
| Q1 2022 | $1,425,000 | +1.3% | 7,274 | -10.1% | 0.03% | -18.2% |
| Q4 2021 | $1,407,000 | +7.8% | 8,088 | +11.1% | 0.03% | +26.9% |
| Q3 2021 | $1,305,000 | -11.4% | 7,283 | -9.8% | 0.03% | -10.3% |
| Q2 2021 | $1,473,000 | +2.4% | 8,073 | +0.1% | 0.03% | -14.7% |
| Q1 2021 | $1,438,000 | +2.2% | 8,068 | -0.2% | 0.03% | 0.0% |
| Q4 2020 | $1,407,000 | +7.2% | 8,088 | +0.6% | 0.03% | -8.1% |
| Q3 2020 | $1,313,000 | +9.0% | 8,037 | -0.2% | 0.04% | 0.0% |
| Q2 2020 | $1,205,000 | +13.8% | 8,057 | +4.9% | 0.04% | -2.6% |
| Q1 2020 | $1,059,000 | – | 7,683 | – | 0.04% | – |
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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% |