VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,140,958 | +2.5% | 22,676 | +9.0% | 0.78% | +3.2% |
| Q2 2023 | $4,040,505 | +10.9% | 20,804 | +10.4% | 0.76% | +8.8% |
| Q1 2023 | $3,642,419 | +18.5% | 18,845 | +17.3% | 0.70% | +14.7% |
| Q4 2022 | $3,073,064 | +13868.5% | 16,072 | +12456.2% | 0.61% | +12020.0% |
| Q3 2022 | $22,000 | +69.2% | 128 | +88.2% | 0.01% | +66.7% |
| Q2 2022 | $13,000 | -50.0% | 68 | -48.5% | 0.00% | -40.0% |
| Q1 2022 | $26,000 | +30.0% | 132 | +33.3% | 0.01% | +25.0% |
| Q4 2021 | $20,000 | -56.5% | 99 | -61.0% | 0.00% | -60.0% |
| Q3 2021 | $46,000 | -2.1% | 254 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +4600.0% | 256 | +5020.0% | 0.01% | – |
| Q1 2021 | $1,000 | 0.0% | 5 | +66.7% | 0.00% | – |
| Q4 2020 | $1,000 | – | 3 | +200.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | – | 0.00% | – |
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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% |