VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,666,187 | -2.8% | 20,070 | +3.4% | 0.30% | -1.7% |
| Q2 2023 | $3,772,913 | +31.8% | 19,403 | +31.2% | 0.30% | +24.3% |
| Q1 2023 | $2,862,161 | +98256.0% | 14,790 | -2.6% | 0.24% | -9.7% |
| Q4 2022 | $2,910 | -99.7% | 15,192 | +154.9% | 0.27% | +153.8% |
| Q3 2022 | $1,024,000 | -6.1% | 5,960 | +1.2% | 0.11% | +8.2% |
| Q2 2022 | $1,091,000 | -6.5% | 5,888 | -1.1% | 0.10% | +4.3% |
| Q1 2022 | $1,167,000 | – | 5,956 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 33,220 | $4,288,000 | 13.35% |
| D'Orazio & Associates, Inc. | 192,064 | $24,790,000 | 12.10% |
| Berkeley Capital Partners, LLC | 54,664 | $7,056,000 | 5.74% |
| New England Investment & Retirement Group, Inc. | 78,438 | $10,124,000 | 5.34% |
| Madden Advisory Services, Inc. | 30,316 | $3,912,000 | 2.58% |
| Quantitative Advantage, LLC | 53,754 | $6,938,000 | 1.97% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22,705 | $2,931,000 | 1.97% |
| McKinley Carter Wealth Services, Inc. | 24,764 | $3,196,000 | 1.83% |
| Estate Counselors, LLC | 28,850 | $3,724,000 | 1.52% |
| RAND WEALTH, LLC | 63,384 | $8,181,000 | 1.16% |