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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,482 | -8.6% | 8,112 | -2.7% | 0.51% | -64.2% |
Q2 2023 | $1,621 | -1.0% | 8,338 | -1.5% | 1.41% | +147.7% |
Q1 2023 | $1,637 | +1.3% | 8,461 | +0.3% | 0.57% | -4.7% |
Q4 2022 | $1,616 | -99.9% | 8,434 | -6.7% | 0.60% | -15.7% |
Q3 2022 | $1,553,000 | -7.4% | 9,042 | -0.0% | 0.71% | -5.0% |
Q2 2022 | $1,677,000 | -7.5% | 9,046 | -2.2% | 0.75% | +3.8% |
Q1 2022 | $1,812,000 | -1.8% | 9,252 | +0.2% | 0.72% | +3.0% |
Q4 2021 | $1,845,000 | +4.6% | 9,229 | -6.2% | 0.70% | -54.5% |
Q3 2021 | $1,764,000 | -53.6% | 9,841 | -53.8% | 1.53% | -11.9% |
Q1 2021 | $3,799,000 | -4.5% | 21,315 | -6.8% | 1.74% | -16.6% |
Q4 2020 | $3,980,000 | +6.4% | 22,882 | -0.1% | 2.09% | -6.0% |
Q3 2020 | $3,741,000 | +7.4% | 22,898 | -1.7% | 2.22% | +0.2% |
Q2 2020 | $3,484,000 | +8.8% | 23,294 | +0.2% | 2.22% | -8.4% |
Q1 2020 | $3,203,000 | -20.6% | 23,238 | -7.1% | 2.42% | -9.6% |
Q4 2019 | $4,033,000 | -1.1% | 25,016 | -4.0% | 2.68% | -10.1% |
Q3 2019 | $4,078,000 | -8.4% | 26,045 | -13.0% | 2.98% | -13.1% |
Q2 2019 | $4,453,000 | -9.5% | 29,937 | -11.7% | 3.43% | -16.1% |
Q1 2019 | $4,923,000 | -1.2% | 33,903 | -10.8% | 4.08% | -15.8% |
Q4 2018 | $4,985,000 | – | 38,001 | – | 4.85% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Compass Financial Group, INC/SD | 434,045 | $79,287,125 | 23.72% |
SELDON CAPITAL LP | 49,593 | $9,059,153 | 7.79% |
Beacon Capital Management, Inc. | 1,059,909 | $193,613,644 | 7.17% |
Morningstar Investment Management LLC | 236,243 | $43,155 | 6.45% |
Milestone Advisory Partners | 37,822 | $6,908,945 | 5.75% |
Blankinship & Foster, LLC | 89,586 | $16,364,675 | 5.41% |
Elwood & Goetz Wealth Advisory Group, LLC | 113,633 | $20,757,420 | 4.81% |
Marotta Asset Management | 106,072 | $19,376,263 | 4.48% |
Tranquilli Financial Advisor LLC | 28,895 | $5,278,250 | 3.81% |
Pariax, LLC | 5,328 | $973,266 | 3.04% |