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 | $212,500 | -6.1% | 1,163 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $226,204 | +0.5% | 1,163 | 0.0% | 0.10% | -4.7% |
| Q1 2023 | $225,122 | -23.5% | 1,163 | -24.3% | 0.11% | -28.2% |
| Q4 2022 | $294,225 | -31.4% | 1,536 | -38.5% | 0.15% | -33.5% |
| Q3 2022 | $429,000 | -19.4% | 2,498 | -12.9% | 0.22% | -14.5% |
| Q2 2022 | $532,000 | -9.8% | 2,869 | -4.7% | 0.26% | +6.9% |
| Q1 2022 | $590,000 | -7.2% | 3,010 | -5.4% | 0.24% | -2.0% |
| Q4 2021 | $636,000 | +162.8% | 3,181 | +135.6% | 0.25% | +131.5% |
| Q3 2021 | $242,000 | -61.1% | 1,350 | -65.0% | 0.11% | -71.1% |
| Q4 2019 | $622,000 | -31.2% | 3,858 | -33.1% | 0.37% | -37.7% |
| Q3 2019 | $904,000 | +53.0% | 5,771 | +45.3% | 0.60% | +51.5% |
| Q2 2019 | $591,000 | +16.3% | 3,972 | +13.5% | 0.40% | +5.3% |
| Q1 2019 | $508,000 | – | 3,500 | – | 0.38% | – |
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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% |