VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |