Marotta Asset Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$20,151,498
+4.0%
105,527
-0.5%
4.33%
-3.5%
Q3 2023$19,376,263
-4.4%
106,072
+1.8%
4.48%
-0.8%
Q2 2023$20,263,440
+7.9%
104,209
+6.3%
4.52%
+0.0%
Q4 2022$18,779,990
-99.9%
98,032
-0.0%
4.52%
+2.8%
Q3 2022$16,846,758,000
-7.3%
98,066
+1.5%
4.40%
-1.7%
Q2 2022$18,164,642,000
-7.0%
96,641
-3.1%
4.47%
-1.6%
Q1 2022$19,536,929,000
-8.8%
99,724
-7.0%
4.54%
-6.4%
Q4 2021$21,432,933,000
+13.0%
107,229
+1.3%
4.86%
+6.0%
Q3 2021$18,968,107,000
-1.0%
105,837
+0.5%
4.58%
-0.3%
Q2 2021$19,154,154,000
-2.1%
105,341
-4.3%
4.60%
-8.1%
Q1 2021$19,560,396,000
+1.6%
110,063
-0.5%
5.00%
-1.4%
Q4 2020$19,247,379,000
+21.2%
110,668
+13.8%
5.08%
+5.3%
Q3 2020$15,880,552,000
+4790.6%
97,212
+4377.8%
4.82%
+4533.7%
Q2 2020$324,716,0002,1710.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders