VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,066 | -6.1% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,716 | +0.5% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,664 | +1.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,557 | +17.3% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -25.0% | 55 | -12.7% | 0.00% | -50.0% |
| Q2 2022 | $12,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 63 | -4.5% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 66 | +1.5% | 0.00% | -33.3% |
| Q2 2021 | $12,000 | +20.0% | 65 | +18.2% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 55 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $9,000 | +12.5% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 55 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $8,000 | -11.1% | 55 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,000 | -40.0% | 55 | -42.1% | 0.01% | -50.0% |
| Q3 2019 | $15,000 | +87.5% | 95 | +72.7% | 0.01% | +66.7% |
| Q2 2019 | $8,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 55 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,000 | – | 55 | – | 0.01% | – |
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% |