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 | $369,677 | -6.0% | 2,024 | +0.0% | 0.05% | -11.5% |
Q2 2023 | $393,369 | -2.6% | 2,023 | -3.1% | 0.05% | -5.5% |
Q1 2023 | $403,873 | +86.4% | 2,087 | +84.5% | 0.06% | +19.6% |
Q4 2022 | $216,675 | +3.7% | 1,131 | -7.1% | 0.05% | -2.1% |
Q3 2022 | $209,000 | -37.4% | 1,217 | -32.5% | 0.05% | -32.9% |
Q2 2022 | $334,000 | -5.4% | 1,804 | +0.1% | 0.07% | +4.5% |
Q1 2022 | $353,000 | -7.6% | 1,802 | -5.7% | 0.07% | -6.9% |
Q4 2021 | $382,000 | +38.4% | 1,910 | +23.9% | 0.07% | +24.1% |
Q3 2021 | $276,000 | -8.0% | 1,541 | -6.2% | 0.06% | -7.9% |
Q2 2021 | $300,000 | -14.0% | 1,642 | -16.1% | 0.06% | -22.2% |
Q1 2021 | $349,000 | +0.9% | 1,956 | -1.8% | 0.08% | -4.7% |
Q4 2020 | $346,000 | +3.6% | 1,991 | -2.5% | 0.08% | -3.4% |
Q3 2020 | $334,000 | +7.7% | 2,043 | -1.4% | 0.09% | +1.1% |
Q2 2020 | $310,000 | -19.3% | 2,073 | -25.7% | 0.09% | -34.6% |
Q1 2020 | $384,000 | +25.1% | 2,789 | +46.3% | 0.13% | +52.9% |
Q4 2019 | $307,000 | – | 1,906 | – | 0.09% | – |
Download |
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% |