VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 355 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,402 | -18.4% | 4,612 | -13.2% | 0.06% | -12.7% |
| Q2 2023 | $1,032,842 | +0.5% | 5,312 | 0.0% | 0.07% | -6.6% |
| Q1 2023 | $1,027,902 | +163.0% | 5,312 | +160.4% | 0.08% | +137.5% |
| Q4 2022 | $390,803 | -6.1% | 2,040 | -15.8% | 0.03% | -20.0% |
| Q3 2022 | $416,000 | -11.1% | 2,422 | -4.0% | 0.04% | -9.1% |
| Q2 2022 | $468,000 | -1.3% | 2,523 | +4.2% | 0.04% | +22.2% |
| Q1 2022 | $474,000 | +10.0% | 2,422 | +12.4% | 0.04% | +12.5% |
| Q4 2021 | $431,000 | +12.8% | 2,155 | +1.2% | 0.03% | +6.7% |
| Q3 2021 | $382,000 | -1.3% | 2,129 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $387,000 | +2.1% | 2,129 | 0.0% | 0.03% | -11.4% |
| Q1 2021 | $379,000 | +18.8% | 2,129 | +16.1% | 0.04% | +6.1% |
| Q4 2020 | $319,000 | +17.7% | 1,833 | +10.4% | 0.03% | -8.3% |
| Q3 2020 | $271,000 | +32.2% | 1,660 | +20.9% | 0.04% | 0.0% |
| Q2 2020 | $205,000 | – | 1,373 | – | 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% |