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 | $400,961 | -8.1% | 2,195 | -2.1% | 0.19% | -4.9% |
| Q2 2023 | $436,151 | +2.2% | 2,243 | +1.7% | 0.20% | -4.7% |
| Q1 2023 | $426,905 | +4.6% | 2,206 | +3.5% | 0.21% | -0.5% |
| Q4 2022 | $408,236 | +17.6% | 2,131 | +5.4% | 0.21% | +7.0% |
| Q3 2022 | $347,000 | -7.0% | 2,022 | +0.6% | 0.20% | -3.4% |
| Q2 2022 | $373,000 | -13.7% | 2,010 | -8.9% | 0.21% | -0.5% |
| Q1 2022 | $432,000 | -2.5% | 2,207 | -0.3% | 0.21% | -0.5% |
| Q4 2021 | $443,000 | +12.4% | 2,214 | -2.3% | 0.21% | -11.8% |
| Q4 2020 | $394,000 | +11.9% | 2,267 | +5.3% | 0.24% | -0.4% |
| Q3 2020 | $352,000 | +10.3% | 2,152 | +1.0% | 0.24% | +2.6% |
| Q2 2020 | $319,000 | +13.9% | 2,130 | +4.8% | 0.23% | -4.1% |
| Q1 2020 | $280,000 | – | 2,033 | – | 0.24% | – |
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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% |