VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,614,921 | -8.0% | 14,315 | -2.1% | 1.55% | -5.8% |
| Q2 2023 | $2,843,248 | +0.9% | 14,622 | +0.5% | 1.65% | -5.2% |
| Q1 2023 | $2,816,877 | +44.8% | 14,556 | +43.4% | 1.74% | +31.1% |
| Q4 2022 | $1,945,010 | +7.4% | 10,153 | -3.7% | 1.33% | +6.5% |
| Q3 2022 | $1,811,000 | -10.6% | 10,543 | -3.6% | 1.25% | -13.6% |
| Q2 2022 | $2,026,000 | -5.9% | 10,933 | -0.5% | 1.44% | +5.6% |
| Q1 2022 | $2,153,000 | -5.8% | 10,991 | -3.9% | 1.37% | -2.6% |
| Q4 2021 | $2,285,000 | +12.3% | 11,434 | +0.7% | 1.40% | +4.9% |
| Q3 2021 | $2,035,000 | -16.5% | 11,354 | -15.0% | 1.34% | -10.9% |
| Q2 2021 | $2,437,000 | +3.2% | 13,354 | +0.8% | 1.50% | -1.8% |
| Q1 2021 | $2,362,000 | +4.1% | 13,254 | +1.6% | 1.53% | -1.5% |
| Q4 2020 | $2,269,000 | +8.2% | 13,049 | +1.7% | 1.55% | -8.3% |
| Q3 2020 | $2,097,000 | +8.5% | 12,836 | -0.6% | 1.69% | +5.7% |
| Q2 2020 | $1,932,000 | -60.5% | 12,916 | -57.5% | 1.60% | -68.3% |
| Q4 2019 | $4,896,000 | – | 30,375 | – | 5.05% | – |
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% |