VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,005 | -6.1% | 1,500 | 0.0% | 0.16% | -9.3% |
| Q2 2023 | $291,675 | +0.5% | 1,500 | 0.0% | 0.17% | 0.0% |
| Q1 2023 | $290,280 | +1.0% | 1,500 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $287,355 | -4.5% | 1,500 | -14.3% | 0.17% | -9.9% |
| Q3 2022 | $301,000 | -7.1% | 1,750 | 0.0% | 0.19% | -3.0% |
| Q2 2022 | $324,000 | -5.5% | 1,750 | 0.0% | 0.20% | +3.7% |
| Q1 2022 | $343,000 | -2.0% | 1,750 | 0.0% | 0.19% | +1.1% |
| Q4 2021 | $350,000 | +11.5% | 1,750 | 0.0% | 0.19% | +1.1% |
| Q3 2021 | $314,000 | -1.6% | 1,750 | 0.0% | 0.19% | -3.6% |
| Q2 2021 | $319,000 | +2.2% | 1,750 | 0.0% | 0.19% | +1.6% |
| Q1 2021 | $312,000 | +2.6% | 1,750 | 0.0% | 0.19% | -6.4% |
| Q4 2020 | $304,000 | – | 1,750 | – | 0.20% | – |
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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% |