Morningstar Investment Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Morningstar Investment Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$43,155
+435.7%
236,243
+470.2%
6.45%
+393.4%
Q2 2023$8,056
-76.9%
41,429
-77.0%
1.31%
-74.8%
Q1 2023$34,807
+2.5%
179,862
+1.4%
5.19%
-41.5%
Q4 2022$33,974
-99.9%
177,345
-30.4%
8.87%
-29.9%
Q3 2022$43,759,000
-7.3%
254,7210.0%12.65%
+39.8%
Q2 2022$47,210,000
-12.0%
254,721
-6.9%
9.05%
-8.5%
Q1 2022$53,619,000
-36.0%
273,693
-34.7%
9.89%
-22.1%
Q4 2021$83,726,000
+5.0%
418,879
-5.8%
12.69%
-5.8%
Q3 2021$79,702,000
-1.8%
444,7150.0%13.48%
+46.7%
Q2 2021$81,165,000
+13.0%
444,715
+10.4%
9.19%
+27.5%
Q1 2021$71,811,000
+52.0%
402,912
+48.4%
7.21%
+35.8%
Q4 2020$47,233,000
-0.7%
271,581
-6.7%
5.31%
-10.4%
Q3 2020$47,571,000
+22.2%
291,202
+11.9%
5.92%
+10.2%
Q2 2020$38,920,000
+46.9%
260,210
+35.3%
5.37%
+10.5%
Q1 2020$26,497,000
-32.6%
192,257
-21.2%
4.86%
-29.1%
Q4 2019$39,325,000
+1706.4%
243,952
+1654.5%
6.86%
+1018.8%
Q3 2019$2,177,000
+7.7%
13,904
+2.4%
0.61%
-1.6%
Q2 2019$2,021,000
+69.8%
13,584
+65.8%
0.62%
+3.7%
Q1 2019$1,190,000
+72.5%
8,193
+55.7%
0.60%
+9.7%
Q4 2018$690,0005,2630.55%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders