VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,340 | +83.5% | 5,197 | +95.4% | 0.01% | +83.3% |
| Q2 2023 | $517,253 | +58.1% | 2,660 | +55.7% | 0.01% | -45.5% |
| Q4 2022 | $327,217 | +2.9% | 1,708 | +5.2% | 0.01% | 0.0% |
| Q1 2022 | $318,000 | +52.9% | 1,624 | +56.0% | 0.01% | +57.1% |
| Q4 2021 | $208,000 | -97.2% | 1,041 | -97.7% | 0.01% | -98.2% |
| Q3 2020 | $7,376,000 | +1.6% | 45,154 | -7.0% | 0.38% | -2.5% |
| Q2 2020 | $7,260,000 | -30.7% | 48,537 | -36.1% | 0.39% | -45.4% |
| Q1 2020 | $10,469,000 | -14.2% | 75,960 | +0.3% | 0.72% | -24.9% |
| Q4 2019 | $12,205,000 | – | 75,712 | – | 0.96% | – |
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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% |