VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 565 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $913,967 | +3.8% | 4,477 | -2.9% | 0.06% | -6.7% |
| Q4 2023 | $880,632 | +4.5% | 4,612 | 0.0% | 0.06% | -3.2% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, INC/SD | 447,896 | $90,936,345 | 19.70% |
| Morningstar Investment Management LLC | 402,557 | $81,731 | 8.54% |
| Beacon Capital Management, Inc. | 763,378 | $154,988,605 | 6.67% |
| SELDON CAPITAL LP | 49,593 | $10,068,867 | 5.50% |
| Blankinship & Foster, LLC | 86,483 | $17,558,650 | 4.52% |
| Marotta Asset Management | 99,954 | $20,167,630 | 4.17% |
| STAPP WEALTH MANAGEMENT, PLLC | 10,009 | $2,032,127 | 3.52% |
| HC Advisors, LLC | 18,510 | $3,758,085 | 3.47% |
| Weitzel Financial Services, Inc. | 32,712 | $6,600,350 | 3.29% |
| Systelligence, LLC | 59,676 | $12,116,018 | 3.22% |