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 | $1,744,456 | -7.1% | 9,550 | -1.1% | 0.25% | -2.4% |
| Q2 2023 | $1,877,797 | -0.2% | 9,657 | -0.7% | 0.25% | -8.3% |
| Q1 2023 | $1,881,589 | +1.2% | 9,723 | +0.2% | 0.28% | -5.8% |
| Q4 2022 | $1,859,000 | +11.9% | 9,703 | +0.4% | 0.29% | +6.9% |
| Q3 2022 | $1,661,000 | -9.6% | 9,667 | -2.5% | 0.27% | +15.6% |
| Q2 2022 | $1,838,000 | -6.4% | 9,916 | -1.1% | 0.24% | -17.7% |
| Q1 2022 | $1,964,000 | +8.9% | 10,027 | +11.2% | 0.29% | +12.9% |
| Q4 2021 | $1,803,000 | +13.0% | 9,019 | +1.3% | 0.26% | +4.1% |
| Q3 2021 | $1,595,000 | +2.4% | 8,900 | +4.3% | 0.24% | -2.8% |
| Q2 2021 | $1,558,000 | +4.5% | 8,536 | +2.0% | 0.25% | -5.3% |
| Q1 2021 | $1,491,000 | +4.2% | 8,366 | +1.7% | 0.27% | -9.2% |
| Q4 2020 | $1,431,000 | – | 8,226 | – | 0.29% | – |
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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% |