VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
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 | 254,721 | $43,759,000 | 12.65% |
| BCM ADVISORS, LLC | 217,010 | $41,058,000 | 12.08% |
| Weitzel Financial Services, Inc. | 73,185 | $12,572,537,000 | 8.83% |
| Blackston Financial Advisory Group, LLC | 58,962 | $11,094,000 | 7.81% |
| Blankinship & Foster, LLC | 88,914 | $15,274,000 | 7.42% |
| Beacon Capital Management, LLC | 105,628 | $19,577,000 | 6.52% |
| Milestone Advisory Partners | 49,727 | $8,543,000 | 6.41% |
| Curtis Advisory Group, LLC | 90,000 | $15,461,000 | 6.35% |
| SELDON CAPITAL LP | 49,593 | $8,520,000 | 6.08% |
| Elwood & Goetz Wealth Advisory Group, LLC | 99,623 | $17,114,000 | 5.78% |