VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 252 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,746 | -12.5% | 2,369 | -6.9% | 0.23% | -5.8% |
| Q2 2023 | $494,681 | +1.1% | 2,544 | +0.6% | 0.24% | -8.0% |
| Q1 2023 | $489,219 | +64.5% | 2,528 | +62.9% | 0.26% | +49.2% |
| Q4 2022 | $297,317 | +9.7% | 1,552 | -1.6% | 0.18% | +4.1% |
| Q3 2022 | $271,000 | -71.6% | 1,578 | -75.9% | 0.17% | -82.7% |
| Q4 2017 | $954,000 | – | 6,535 | – | 0.98% | – |
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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% |