VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
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 | 254,721 | $43,759,000 | 12.65% |
BCM ADVISORS, LLC | 217,010 | $41,058,000 | 12.08% |
Weitzel Financial Services, Inc. | 73,185 | $12,572,537,000 | 8.83% |
Blackston Financial Advisory Group, LLC | 58,962 | $11,094,000 | 7.81% |
Blankinship & Foster, LLC | 88,914 | $15,274,000 | 7.42% |
Beacon Capital Management, LLC | 105,628 | $19,577,000 | 6.52% |
Milestone Advisory Partners | 49,727 | $8,543,000 | 6.41% |
Curtis Advisory Group, LLC | 90,000 | $15,461,000 | 6.35% |
SELDON CAPITAL LP | 49,593 | $8,520,000 | 6.08% |
Elwood & Goetz Wealth Advisory Group, LLC | 99,623 | $17,114,000 | 5.78% |