VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $307,927 | -6.1% | 1,686 | 0.0% | 0.07% | -10.1% |
Q2 2023 | $327,785 | +0.5% | 1,686 | 0.0% | 0.08% | -6.0% |
Q1 2023 | $326,217 | +1.0% | 1,686 | 0.0% | 0.08% | -5.6% |
Q4 2022 | $322,930 | +11.4% | 1,686 | 0.0% | 0.09% | +6.0% |
Q3 2022 | $290,000 | -7.1% | 1,686 | 0.0% | 0.08% | -3.4% |
Q2 2022 | $312,000 | -5.5% | 1,686 | 0.0% | 0.09% | +11.5% |
Q1 2022 | $330,000 | -2.1% | 1,686 | 0.0% | 0.08% | -3.7% |
Q4 2021 | $337,000 | +11.6% | 1,686 | 0.0% | 0.08% | -5.8% |
Q3 2021 | $302,000 | -1.9% | 1,686 | 0.0% | 0.09% | -10.4% |
Q2 2021 | $308,000 | +2.7% | 1,686 | 0.0% | 0.10% | -11.9% |
Q1 2021 | $300,000 | +2.4% | 1,686 | 0.0% | 0.11% | +7.9% |
Q4 2020 | $293,000 | +6.5% | 1,686 | +0.1% | 0.10% | -3.8% |
Q3 2020 | $275,000 | +9.6% | 1,685 | +0.5% | 0.10% | -5.4% |
Q2 2020 | $251,000 | 0.0% | 1,677 | -1.2% | 0.11% | -1.8% |
Q1 2020 | $251,000 | -29.1% | 1,697 | -22.5% | 0.11% | -66.5% |
Q4 2019 | $354,000 | – | 2,191 | – | 0.34% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 444,715 | $79,702,000 | 13.48% |
Elwood & Goetz Wealth Advisory Group, LLC | 114,780 | $20,571,000 | 7.10% |
Beacon Capital Management, Inc. | 984,980 | $176,528,000 | 6.53% |
Blankinship & Foster, LLC | 88,976 | $15,946,000 | 6.48% |
Marotta Asset Management | 105,837 | $18,968,107,000 | 4.58% |
CMH Wealth Management LLC | 68,883 | $12,345,000 | 4.05% |
Tatro Capital, LLC | 24,014 | $4,304,000 | 3.36% |
Tranquilli Financial Advisor LLC | 23,257 | $4,168,000 | 3.12% |
Curran Financial Partners, LLC | 32,249 | $5,789,000 | 2.96% |
Royal Fund Management, LLC | 94,496 | $16,935,000 | 2.47% |