VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $293,661 | -6.1% | 1,608 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $312,599 | +12.9% | 1,608 | +12.4% | 0.01% | +7.7% |
Q1 2023 | $276,851 | +10.3% | 1,431 | +9.2% | 0.01% | -7.1% |
Q4 2022 | $251,073 | +13.1% | 1,311 | +1.4% | 0.01% | 0.0% |
Q3 2022 | $222,000 | -7.5% | 1,293 | 0.0% | 0.01% | -6.7% |
Q2 2022 | $240,000 | -5.1% | 1,293 | 0.0% | 0.02% | +15.4% |
Q1 2022 | $253,000 | -1.9% | 1,293 | 0.0% | 0.01% | -7.1% |
Q4 2021 | $258,000 | +6.6% | 1,293 | -4.2% | 0.01% | 0.0% |
Q3 2021 | $242,000 | -9.4% | 1,349 | -7.7% | 0.01% | -12.5% |
Q2 2021 | $267,000 | +21.4% | 1,462 | +18.6% | 0.02% | +60.0% |
Q1 2021 | $220,000 | +2.8% | 1,233 | 0.0% | 0.01% | -9.1% |
Q4 2020 | $214,000 | +6.5% | 1,233 | 0.0% | 0.01% | -38.9% |
Q3 2020 | $201,000 | -13.7% | 1,233 | -20.7% | 0.02% | -14.3% |
Q2 2020 | $233,000 | -6.4% | 1,555 | -8.3% | 0.02% | -19.2% |
Q1 2020 | $249,000 | -11.1% | 1,696 | -2.4% | 0.03% | -3.7% |
Q4 2019 | $280,000 | +3.7% | 1,738 | +0.8% | 0.03% | -10.0% |
Q3 2019 | $270,000 | +0.7% | 1,725 | -4.2% | 0.03% | -3.2% |
Q2 2019 | $268,000 | +7.2% | 1,800 | +4.8% | 0.03% | +3.3% |
Q1 2019 | $250,000 | +11.1% | 1,718 | +0.3% | 0.03% | -6.2% |
Q4 2018 | $225,000 | +47.1% | 1,713 | +59.5% | 0.03% | +52.4% |
Q3 2018 | $153,000 | +10.1% | 1,074 | +7.0% | 0.02% | +10.5% |
Q2 2018 | $139,000 | +3.0% | 1,004 | +0.9% | 0.02% | -13.6% |
Q1 2018 | $135,000 | -6.9% | 995 | +0.3% | 0.02% | -8.3% |
Q4 2017 | $145,000 | -7.6% | 992 | -12.2% | 0.02% | -33.3% |
Q3 2017 | $157,000 | – | 1,130 | – | 0.04% | – |
Download |
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% |