VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,520,174 | -10.0% | 8,322 | -4.2% | 0.22% | +0.5% |
| Q2 2023 | $1,689,682 | -2.3% | 8,690 | -2.8% | 0.22% | -7.2% |
| Q1 2023 | $1,729,421 | -1.1% | 8,937 | -2.1% | 0.24% | -6.0% |
| Q4 2022 | $1,748,642 | +9.5% | 9,128 | -1.8% | 0.25% | -4.6% |
| Q3 2022 | $1,597,000 | -8.2% | 9,296 | -2.5% | 0.26% | -11.1% |
| Q2 2022 | $1,740,000 | -7.8% | 9,536 | -1.1% | 0.30% | +3.1% |
| Q1 2022 | $1,888,000 | -1.0% | 9,638 | +1.0% | 0.29% | 0.0% |
| Q4 2021 | $1,907,000 | +11.7% | 9,539 | +0.1% | 0.29% | -1.4% |
| Q3 2021 | $1,707,000 | -1.9% | 9,526 | -0.1% | 0.29% | -1.0% |
| Q2 2021 | $1,740,000 | +0.9% | 9,536 | -1.5% | 0.29% | -4.2% |
| Q1 2021 | $1,725,000 | -0.1% | 9,679 | -2.5% | 0.31% | -5.2% |
| Q4 2020 | $1,726,000 | +3.7% | 9,925 | -2.6% | 0.32% | -4.7% |
| Q3 2020 | $1,664,000 | +5.5% | 10,187 | -3.4% | 0.34% | -3.7% |
| Q2 2020 | $1,577,000 | +6.1% | 10,544 | -2.2% | 0.35% | -7.8% |
| Q1 2020 | $1,487,000 | -18.1% | 10,786 | -4.2% | 0.38% | -2.5% |
| Q4 2019 | $1,816,000 | – | 11,264 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 210,951 | $39,960,000 | 11.00% |
| Morningstar Investment Management LLC | 254,721 | $47,210,000 | 9.05% |
| Weitzel Financial Services, Inc. | 70,925 | $13,145,332,000 | 8.87% |
| Blackston Financial Advisory Group, LLC | 64,475 | $12,107,000 | 7.91% |
| Blankinship & Foster, LLC | 88,386 | $16,382,000 | 7.56% |
| Curtis Advisory Group, LLC | 90,000 | $16,681,000 | 6.62% |
| Elwood & Goetz Wealth Advisory Group, LLC | 98,925 | $18,335,000 | 6.13% |
| Beacon Capital Management, LLC | 123,117 | $24,119,000 | 5.98% |
| SELDON CAPITAL LP | 49,593 | $9,192,000 | 5.32% |
| Marotta Asset Management | 96,641 | $18,164,642,000 | 4.47% |