VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,916 | -5.7% | 1,291 | +0.4% | 0.02% | -11.1% |
| Q2 2023 | $250,147 | -2.8% | 1,286 | -3.2% | 0.02% | -10.0% |
| Q1 2023 | $257,271 | +4.6% | 1,329 | +3.6% | 0.02% | 0.0% |
| Q4 2022 | $245,845 | +17.1% | 1,283 | +4.8% | 0.02% | -9.1% |
| Q3 2022 | $210,000 | -7.5% | 1,224 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $227,000 | -5.0% | 1,224 | +0.3% | 0.02% | +10.5% |
| Q1 2022 | $239,000 | -1.6% | 1,220 | +0.2% | 0.02% | +11.8% |
| Q4 2021 | $243,000 | +10.0% | 1,217 | -1.2% | 0.02% | -10.5% |
| Q3 2021 | $221,000 | -6.0% | 1,232 | -4.3% | 0.02% | -9.5% |
| Q2 2021 | $235,000 | +4.4% | 1,287 | +1.7% | 0.02% | -12.5% |
| Q1 2021 | $225,000 | +2.7% | 1,265 | +0.6% | 0.02% | -20.0% |
| Q4 2020 | $219,000 | +7.4% | 1,257 | +0.5% | 0.03% | -40.0% |
| Q3 2020 | $204,000 | +6.8% | 1,251 | -9.9% | 0.05% | -63.0% |
| Q1 2020 | $191,000 | – | 1,389 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 210,951 | $39,960,000 | 11.00% |
| Morningstar Investment Management LLC | 254,721 | $47,210,000 | 9.05% |
| Weitzel Financial Services, Inc. | 70,925 | $13,145,332,000 | 8.87% |
| Blackston Financial Advisory Group, LLC | 64,475 | $12,107,000 | 7.91% |
| Blankinship & Foster, LLC | 88,386 | $16,382,000 | 7.56% |
| Curtis Advisory Group, LLC | 90,000 | $16,681,000 | 6.62% |
| Elwood & Goetz Wealth Advisory Group, LLC | 98,925 | $18,335,000 | 6.13% |
| Beacon Capital Management, LLC | 123,117 | $24,119,000 | 5.98% |
| SELDON CAPITAL LP | 49,593 | $9,192,000 | 5.32% |
| Marotta Asset Management | 96,641 | $18,164,642,000 | 4.47% |