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 | $400,333 | -13.3% | 2,192 | -7.6% | 0.21% | -13.6% |
| Q2 2023 | $461,492 | +0.5% | 2,373 | 0.0% | 0.24% | -9.3% |
| Q1 2023 | $459,285 | +0.6% | 2,373 | +0.4% | 0.27% | +2.3% |
| Q4 2022 | $456,714 | +13.9% | 2,363 | +1.3% | 0.26% | +16.4% |
| Q3 2022 | $401,000 | -8.2% | 2,332 | -1.0% | 0.22% | -5.1% |
| Q2 2022 | $437,000 | +52.8% | 2,356 | +61.7% | 0.24% | +59.1% |
| Q1 2022 | $286,000 | – | 1,457 | – | 0.15% | – |
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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% |