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 | $1,634,117 | +1.1% | 8,946 | +7.7% | 0.91% | +2.4% |
Q2 2023 | $1,615,659 | +8.0% | 8,309 | +7.5% | 0.89% | +45.3% |
Q1 2023 | $1,495,834 | +1.9% | 7,730 | +0.9% | 0.61% | -12.8% |
Q4 2022 | $1,467,434 | +5.6% | 7,660 | -2.0% | 0.70% | -5.4% |
Q3 2022 | $1,389,000 | -4.9% | 7,813 | +0.2% | 0.74% | -11.6% |
Q2 2022 | $1,461,000 | -2.1% | 7,794 | +3.9% | 0.84% | +8.8% |
Q1 2022 | $1,492,000 | -0.5% | 7,505 | +0.1% | 0.77% | +4.9% |
Q4 2021 | $1,499,000 | +243.0% | 7,501 | +207.9% | 0.74% | +160.6% |
Q3 2021 | $437,000 | -45.9% | 2,436 | -45.0% | 0.28% | -47.4% |
Q2 2021 | $808,000 | +11.4% | 4,429 | +8.8% | 0.54% | -8.7% |
Q1 2021 | $725,000 | +6.6% | 4,070 | +4.2% | 0.59% | -7.3% |
Q4 2020 | $680,000 | – | 3,907 | – | 0.63% | – |
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% |