VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $516,419 | -11.8% | 2,827 | -6.1% | 0.04% | -12.0% |
Q2 2023 | $585,391 | +10.6% | 3,010 | +10.1% | 0.05% | +2.0% |
Q1 2023 | $529,364 | +0.1% | 2,735 | -0.9% | 0.05% | -9.3% |
Q4 2022 | $529,094 | -43.2% | 2,761 | -49.1% | 0.05% | +1.9% |
Q3 2022 | $931,000 | +12.0% | 5,429 | +21.8% | 0.05% | +10.4% |
Q2 2022 | $831,000 | -7.0% | 4,458 | -2.4% | 0.05% | +11.6% |
Q1 2022 | $894,000 | +92.3% | 4,566 | +96.0% | 0.04% | -6.5% |
Q4 2021 | $465,000 | +0.6% | 2,330 | -6.6% | 0.05% | -4.2% |
Q2 2021 | $462,000 | -1.1% | 2,494 | -4.8% | 0.05% | -23.8% |
Q1 2021 | $467,000 | +1.7% | 2,620 | -0.7% | 0.06% | -6.0% |
Q4 2020 | $459,000 | +4.1% | 2,639 | -2.2% | 0.07% | -6.9% |
Q3 2020 | $441,000 | +8.9% | 2,698 | -0.2% | 0.07% | -1.4% |
Q2 2020 | $405,000 | +11.9% | 2,704 | +0.0% | 0.07% | -12.0% |
Q1 2020 | $362,000 | +52.1% | 2,703 | +83.4% | 0.08% | +130.6% |
Q4 2019 | $238,000 | -2.1% | 1,474 | -4.2% | 0.04% | -29.4% |
Q3 2019 | $243,000 | +16.3% | 1,538 | +9.5% | 0.05% | +88.9% |
Q2 2019 | $209,000 | -0.9% | 1,405 | -3.1% | 0.03% | -42.6% |
Q1 2019 | $211,000 | -62.1% | 1,450 | -65.6% | 0.05% | -68.7% |
Q4 2018 | $557,000 | – | 4,214 | – | 0.15% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 33,220 | $4,288,000 | 13.35% |
D'Orazio & Associates, Inc. | 192,064 | $24,790,000 | 12.10% |
Berkeley Capital Partners, LLC | 54,664 | $7,056,000 | 5.74% |
New England Investment & Retirement Group, Inc. | 78,438 | $10,124,000 | 5.34% |
Madden Advisory Services, Inc. | 30,316 | $3,912,000 | 2.58% |
Quantitative Advantage, LLC | 53,754 | $6,938,000 | 1.97% |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22,705 | $2,931,000 | 1.97% |
McKinley Carter Wealth Services, Inc. | 24,764 | $3,196,000 | 1.83% |
Estate Counselors, LLC | 28,850 | $3,724,000 | 1.52% |
RAND WEALTH, LLC | 63,384 | $8,181,000 | 1.16% |