VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 367 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,527 | -6.1% | 2,220 | 0.0% | 0.14% | -6.2% |
| Q2 2023 | $431,679 | -21.3% | 2,220 | -21.7% | 0.14% | -26.5% |
| Q1 2023 | $548,629 | +1.0% | 2,835 | 0.0% | 0.20% | -12.5% |
| Q4 2022 | $543,101 | +11.7% | 2,835 | 0.0% | 0.22% | +5.2% |
| Q3 2022 | $486,000 | -7.4% | 2,835 | 0.0% | 0.21% | -0.9% |
| Q2 2022 | $525,000 | -5.4% | 2,835 | 0.0% | 0.22% | +18.1% |
| Q1 2022 | $555,000 | -2.1% | 2,835 | 0.0% | 0.18% | +13.0% |
| Q4 2021 | $567,000 | +11.6% | 2,835 | 0.0% | 0.16% | +8.8% |
| Q3 2021 | $508,000 | -21.8% | 2,835 | -20.4% | 0.15% | -20.0% |
| Q2 2021 | $650,000 | +2.4% | 3,562 | 0.0% | 0.18% | -7.0% |
| Q1 2021 | $635,000 | -20.5% | 3,562 | -22.4% | 0.20% | -22.6% |
| Q4 2020 | $799,000 | +6.5% | 4,592 | 0.0% | 0.26% | +12.2% |
| Q3 2020 | $750,000 | -10.8% | 4,592 | -18.3% | 0.23% | -32.8% |
| Q2 2020 | $841,000 | -13.1% | 5,623 | -20.1% | 0.34% | -29.3% |
| Q1 2020 | $968,000 | -17.8% | 7,035 | -3.8% | 0.48% | +5.9% |
| Q4 2019 | $1,178,000 | – | 7,313 | – | 0.46% | – |
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% |