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 | $444,751 | -10.3% | 2,458 | -3.4% | 0.05% | -9.3% |
| Q2 2023 | $495,851 | +37.0% | 2,544 | +37.1% | 0.05% | +28.6% |
| Q1 2023 | $361,864 | -20.6% | 1,856 | -21.3% | 0.04% | -30.0% |
| Q4 2022 | $455,872 | +12.3% | 2,358 | 0.0% | 0.06% | -9.1% |
| Q3 2022 | $406,000 | +55.0% | 2,358 | +82.9% | 0.07% | +94.1% |
| Q1 2022 | $262,000 | +4.0% | 1,289 | +2.2% | 0.03% | +9.7% |
| Q4 2021 | $252,000 | – | 1,261 | – | 0.03% | – |
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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% |