VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $748,419 | -5.6% | 4,097 | +0.4% | 0.13% | -7.6% |
Q2 2023 | $793,169 | +6.2% | 4,079 | +5.7% | 0.14% | +0.7% |
Q1 2023 | $746,995 | +6.1% | 3,860 | +5.0% | 0.14% | -1.4% |
Q4 2022 | $704,020 | +17.3% | 3,675 | +5.3% | 0.14% | +2.8% |
Q3 2022 | $600,000 | -27.6% | 3,490 | -22.0% | 0.14% | -26.9% |
Q2 2022 | $829,000 | +0.2% | 4,474 | +5.9% | 0.19% | +10.3% |
Q1 2022 | $827,000 | +0.7% | 4,223 | +2.8% | 0.18% | +1.7% |
Q4 2021 | $821,000 | +39.9% | 4,106 | +25.4% | 0.17% | +19.4% |
Q3 2021 | $587,000 | +38.4% | 3,274 | +40.9% | 0.14% | +30.9% |
Q2 2021 | $424,000 | +45.2% | 2,323 | +41.8% | 0.11% | +27.9% |
Q1 2021 | $292,000 | – | 1,638 | – | 0.09% | – |
Download |
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% |