VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 146 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 0.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $503,856 | -2.6% | 2,743 | +3.9% | 0.02% | 0.0% |
Q2 2023 | $517,245 | -2.5% | 2,641 | -3.6% | 0.02% | -5.3% |
Q1 2023 | $530,466 | +73.9% | 2,741 | +72.2% | 0.02% | +26.7% |
Q4 2022 | $305,001 | -5.3% | 1,592 | -19.1% | 0.02% | -44.4% |
Q3 2020 | $322,000 | +3.9% | 1,969 | -5.0% | 0.03% | -10.0% |
Q2 2020 | $310,000 | +8.8% | 2,073 | +0.1% | 0.03% | -14.3% |
Q1 2020 | $285,000 | -14.4% | 2,070 | +0.1% | 0.04% | +6.1% |
Q4 2019 | $333,000 | +15.2% | 2,068 | +11.9% | 0.03% | 0.0% |
Q3 2019 | $289,000 | -1.7% | 1,848 | -6.6% | 0.03% | -2.9% |
Q2 2019 | $294,000 | +9.7% | 1,978 | +7.0% | 0.03% | +3.0% |
Q1 2019 | $268,000 | +10.7% | 1,848 | +0.1% | 0.03% | -5.7% |
Q4 2018 | $242,000 | -6.6% | 1,847 | +0.1% | 0.04% | +2.9% |
Q3 2018 | $259,000 | +3.6% | 1,846 | +0.1% | 0.03% | 0.0% |
Q2 2018 | $250,000 | -57.1% | 1,845 | -56.9% | 0.03% | -51.4% |
Q1 2018 | $583,000 | +7.2% | 4,283 | +15.0% | 0.07% | +6.1% |
Q4 2017 | $544,000 | -10.8% | 3,723 | -14.9% | 0.07% | -17.5% |
Q3 2017 | $610,000 | +3.2% | 4,376 | +5.2% | 0.08% | -3.6% |
Q2 2017 | $591,000 | -8.5% | 4,159 | -9.5% | 0.08% | -11.7% |
Q1 2017 | $646,000 | +27.7% | 4,596 | +21.8% | 0.09% | +17.5% |
Q4 2016 | $506,000 | +3.5% | 3,774 | +5.7% | 0.08% | -5.9% |
Q3 2016 | $489,000 | -2.8% | 3,571 | +0.3% | 0.08% | -12.4% |
Q2 2016 | $503,000 | +4.8% | 3,560 | +0.3% | 0.10% | 0.0% |
Q1 2016 | $480,000 | +11.6% | 3,550 | +6.6% | 0.10% | -4.0% |
Q4 2015 | $430,000 | +6.7% | 3,329 | +0.1% | 0.10% | -4.7% |
Q3 2015 | $403,000 | -2.7% | 3,326 | +0.2% | 0.11% | +2.9% |
Q2 2015 | $414,000 | -1.7% | 3,318 | 0.0% | 0.10% | -3.7% |
Q1 2015 | $421,000 | +1.2% | 3,318 | 0.0% | 0.11% | -4.5% |
Q4 2014 | $416,000 | +3.7% | 3,318 | -2.7% | 0.11% | -4.3% |
Q3 2014 | $401,000 | +4.4% | 3,411 | +3.0% | 0.12% | +7.3% |
Q2 2014 | $384,000 | +4.6% | 3,311 | 0.0% | 0.11% | +0.9% |
Q1 2014 | $367,000 | – | 3,311 | – | 0.11% | – |
Download |
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% |