VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,908,945 | +3.9% | 37,822 | +10.5% | 5.75% | -4.6% |
| Q2 2023 | $6,652,718 | +5.4% | 34,213 | +4.9% | 6.02% | +3.4% |
| Q1 2023 | $6,310,881 | -21.2% | 32,611 | -22.0% | 5.82% | -2.3% |
| Q4 2022 | $8,009,159 | -6.2% | 41,808 | -15.9% | 5.96% | -7.0% |
| Q3 2022 | $8,543,000 | +99.0% | 49,727 | +117.8% | 6.41% | +84.2% |
| Q2 2022 | $4,292,000 | – | 22,836 | – | 3.48% | – |
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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% |