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 | $1,411,856 | -6.1% | 7,729 | 0.0% | 0.88% | -3.1% |
| Q2 2023 | $1,502,904 | +0.5% | 7,729 | 0.0% | 0.91% | +5.4% |
| Q1 2023 | $1,495,716 | +1.0% | 7,729 | 0.0% | 0.86% | -3.0% |
| Q4 2022 | $1,480,645 | +11.5% | 7,729 | 0.0% | 0.89% | +35.9% |
| Q3 2022 | $1,328,000 | -7.3% | 7,729 | 0.0% | 0.66% | -7.4% |
| Q2 2022 | $1,432,000 | +5.8% | 7,729 | +11.9% | 0.71% | +59.6% |
| Q1 2022 | $1,354,000 | -12.4% | 6,909 | -10.6% | 0.44% | -24.0% |
| Q4 2021 | $1,545,000 | +11.6% | 7,729 | 0.0% | 0.58% | +2.5% |
| Q3 2021 | $1,385,000 | -1.8% | 7,729 | 0.0% | 0.57% | +3.5% |
| Q2 2021 | $1,411,000 | +2.4% | 7,729 | 0.0% | 0.55% | +1.7% |
| Q1 2021 | $1,378,000 | +2.5% | 7,729 | 0.0% | 0.54% | -3.6% |
| Q4 2020 | $1,344,000 | +6.4% | 7,729 | 0.0% | 0.56% | -6.3% |
| Q3 2020 | $1,263,000 | +9.3% | 7,729 | 0.0% | 0.60% | 0.0% |
| Q2 2020 | $1,156,000 | +8.5% | 7,729 | 0.0% | 0.60% | -9.7% |
| Q1 2020 | $1,065,000 | -14.5% | 7,729 | 0.0% | 0.66% | -15.2% |
| Q4 2019 | $1,246,000 | – | 7,729 | – | 0.78% | – |
Download | ||||||
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% |