VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $129,879 | -6.1% | 711 | 0.0% | 0.03% | -3.6% |
Q2 2023 | $138,254 | +0.5% | 711 | 0.0% | 0.03% | -3.4% |
Q1 2023 | $137,593 | +1.0% | 711 | 0.0% | 0.03% | -6.5% |
Q4 2022 | $136,207 | +11.6% | 711 | 0.0% | 0.03% | +3.3% |
Q3 2022 | $122,000 | -7.6% | 711 | 0.0% | 0.03% | -6.2% |
Q2 2022 | $132,000 | -5.0% | 711 | 0.0% | 0.03% | +10.3% |
Q1 2022 | $139,000 | +5.3% | 711 | +7.6% | 0.03% | +7.4% |
Q4 2021 | $132,000 | +11.9% | 661 | 0.0% | 0.03% | +3.8% |
Q3 2021 | $118,000 | -2.5% | 661 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $121,000 | +21.0% | 661 | +17.8% | 0.03% | +8.3% |
Q1 2021 | $100,000 | +25.0% | 561 | +21.7% | 0.02% | +14.3% |
Q4 2020 | $80,000 | +6.7% | 461 | 0.0% | 0.02% | -4.5% |
Q3 2020 | $75,000 | +8.7% | 461 | 0.0% | 0.02% | -4.3% |
Q2 2020 | $69,000 | +7.8% | 461 | 0.0% | 0.02% | -4.2% |
Q1 2020 | $64,000 | -13.5% | 461 | 0.0% | 0.02% | +4.3% |
Q4 2019 | $74,000 | +2.8% | 461 | 0.0% | 0.02% | -8.0% |
Q3 2019 | $72,000 | +166.7% | 461 | +157.5% | 0.02% | +150.0% |
Q2 2019 | $27,000 | +80.0% | 179 | +79.0% | 0.01% | +66.7% |
Q1 2019 | $15,000 | +15.4% | 100 | 0.0% | 0.01% | +20.0% |
Q4 2018 | $13,000 | – | 100 | – | 0.01% | – |
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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% |