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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,480 | -8.1% | 1,391 | -8.5% | 0.06% | -15.5% |
| Q1 2023 | $294,344 | -0.3% | 1,521 | -1.3% | 0.07% | -4.1% |
| Q4 2022 | $295,209 | +11.4% | 1,541 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $265,000 | +29.9% | 1,541 | +40.1% | 0.07% | +40.4% |
| Q2 2022 | $204,000 | -8.1% | 1,100 | -3.1% | 0.05% | +13.0% |
| Q1 2022 | $222,000 | -2.2% | 1,135 | 0.0% | 0.05% | +35.3% |
| Q4 2021 | $227,000 | +11.8% | 1,135 | 0.0% | 0.03% | -22.7% |
| Q3 2021 | $203,000 | -2.4% | 1,135 | -0.4% | 0.04% | +4.8% |
| Q2 2021 | $208,000 | +57.6% | 1,140 | +54.1% | 0.04% | +44.8% |
| Q1 2021 | $132,000 | +2.3% | 740 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $129,000 | -69.7% | 740 | -71.6% | 0.03% | -75.0% |
| Q3 2020 | $426,000 | -69.5% | 2,610 | -72.1% | 0.12% | -74.7% |
| Q2 2020 | $1,398,000 | +8.5% | 9,350 | 0.0% | 0.46% | -12.1% |
| Q1 2020 | $1,289,000 | -23.0% | 9,350 | -9.9% | 0.52% | +24.3% |
| Q4 2019 | $1,673,000 | +2.6% | 10,380 | -0.4% | 0.42% | -46.1% |
| Q3 2019 | $1,631,000 | +5.2% | 10,420 | 0.0% | 0.78% | +16.1% |
| Q2 2019 | $1,550,000 | +11.8% | 10,420 | +9.2% | 0.67% | +5.2% |
| Q1 2019 | $1,386,000 | +10.7% | 9,545 | 0.0% | 0.64% | +11.6% |
| Q4 2018 | $1,252,000 | – | 9,545 | – | 0.57% | – |
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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% |