VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,460 | -6.1% | 3,528 | 0.0% | 0.06% | -5.8% |
| Q2 2023 | $686,020 | +0.5% | 3,528 | 0.0% | 0.07% | -5.5% |
| Q1 2023 | $682,739 | +1.0% | 3,528 | 0.0% | 0.07% | -5.2% |
| Q4 2022 | $675,859 | +11.5% | 3,528 | 0.0% | 0.08% | +35.1% |
| Q3 2022 | $606,000 | -7.3% | 3,528 | 0.0% | 0.06% | -27.8% |
| Q2 2022 | $654,000 | -5.4% | 3,528 | 0.0% | 0.08% | +8.2% |
| Q1 2022 | $691,000 | -2.0% | 3,528 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $705,000 | +9.8% | 3,528 | -1.5% | 0.07% | 0.0% |
| Q3 2021 | $642,000 | -1.8% | 3,581 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $654,000 | +2.5% | 3,581 | 0.0% | 0.07% | -1.3% |
| Q1 2021 | $638,000 | +3.2% | 3,581 | +0.8% | 0.08% | -7.4% |
| Q4 2020 | $618,000 | +30800.0% | 3,553 | +22106.2% | 0.08% | +8000.0% |
| Q2 2020 | $2,000 | – | 16 | – | 0.00% | – |
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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% |