VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $606,099 | -42.5% | 3,318 | -38.8% | 0.53% | -39.9% |
Q2 2023 | $1,053,530 | -32.1% | 5,418 | -32.4% | 0.88% | -33.9% |
Q1 2023 | $1,551,643 | -14.1% | 8,018 | -15.0% | 1.34% | -14.6% |
Q4 2022 | $1,806,697 | +30.5% | 9,431 | +17.1% | 1.57% | +3.9% |
Q3 2022 | $1,384,000 | +4.7% | 8,056 | +13.0% | 1.51% | -1.6% |
Q2 2022 | $1,322,000 | +34.3% | 7,131 | +42.0% | 1.53% | +32.6% |
Q1 2022 | $984,000 | +43.0% | 5,022 | +45.9% | 1.16% | +66.1% |
Q4 2021 | $688,000 | +30.6% | 3,442 | +17.0% | 0.70% | +35.1% |
Q3 2021 | $527,000 | -1.9% | 2,942 | 0.0% | 0.52% | +2.6% |
Q2 2021 | $537,000 | +7.0% | 2,942 | +4.4% | 0.50% | +1.6% |
Q1 2021 | $502,000 | -7.0% | 2,817 | -9.3% | 0.49% | -21.1% |
Q4 2020 | $540,000 | +6.3% | 3,107 | 0.0% | 0.63% | -18.5% |
Q3 2020 | $508,000 | +125.8% | 3,107 | +106.2% | 0.77% | +140.0% |
Q2 2020 | $225,000 | +262.9% | 1,507 | +234.9% | 0.32% | +226.5% |
Q1 2020 | $62,000 | -15.1% | 450 | 0.0% | 0.10% | -8.4% |
Q4 2019 | $73,000 | -72.6% | 450 | -73.5% | 0.11% | -75.6% |
Q3 2019 | $266,000 | +297.0% | 1,700 | +277.8% | 0.44% | +795.9% |
Q2 2019 | $67,000 | -36.2% | 450 | -38.0% | 0.05% | -39.5% |
Q1 2019 | $105,000 | +10.5% | 726 | +0.1% | 0.08% | +2.5% |
Q4 2018 | $95,000 | -98.5% | 725 | -98.4% | 0.08% | -98.6% |
Q4 2017 | $6,519,000 | – | 44,636 | – | 5.71% | – |
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% |