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 | $721,503 | -8.4% | 3,950 | -2.5% | 0.13% | -6.5% |
| Q2 2023 | $788,020 | -0.7% | 4,053 | -1.2% | 0.14% | -6.1% |
| Q1 2023 | $793,927 | -0.8% | 4,103 | -1.8% | 0.15% | -16.4% |
| Q4 2022 | $800,271 | +6.6% | 4,177 | -4.5% | 0.18% | -2.7% |
| Q3 2022 | $751,000 | -8.1% | 4,374 | -0.8% | 0.18% | -4.7% |
| Q2 2022 | $817,000 | +28.3% | 4,409 | +35.6% | 0.19% | +54.0% |
| Q1 2022 | $637,000 | +3.2% | 3,251 | +5.3% | 0.12% | +18.1% |
| Q4 2021 | $617,000 | +39.0% | 3,087 | +24.7% | 0.10% | +29.6% |
| Q3 2021 | $444,000 | – | 2,476 | – | 0.08% | – |
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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% |