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 | $140,108 | -16.9% | 767 | -11.5% | 0.06% | -14.7% |
| Q2 2023 | $168,589 | -15.4% | 867 | -15.8% | 0.08% | -21.9% |
| Q1 2023 | $199,326 | +1.0% | 1,030 | 0.0% | 0.10% | -5.0% |
| Q4 2022 | $197,317 | +11.5% | 1,030 | 0.0% | 0.10% | +6.3% |
| Q3 2022 | $177,000 | -7.8% | 1,030 | -0.7% | 0.10% | -5.9% |
| Q2 2022 | $192,000 | +13.6% | 1,037 | +20.4% | 0.10% | +29.5% |
| Q1 2022 | $169,000 | +65.7% | 861 | +68.8% | 0.08% | +69.6% |
| Q4 2021 | $102,000 | +12.1% | 510 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $91,000 | -2.2% | 510 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $93,000 | +1.1% | 510 | -1.0% | 0.05% | -7.8% |
| Q1 2021 | $92,000 | +2.2% | 515 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $90,000 | -5.3% | 515 | -11.4% | 0.05% | -15.9% |
| Q3 2020 | $95,000 | +9.2% | 581 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $87,000 | +8.8% | 581 | 0.0% | 0.06% | -8.6% |
| Q1 2020 | $80,000 | +95.1% | 581 | +127.8% | 0.07% | +141.4% |
| Q4 2019 | $41,000 | – | 255 | – | 0.03% | – |
Download | ||||||
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% |