VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,613,334 | -7.9% | 14,297 | -2.0% | 1.14% | -7.5% |
| Q2 2023 | $2,836,035 | +2.7% | 14,585 | +2.2% | 1.23% | -6.0% |
| Q1 2023 | $2,761,029 | -13.6% | 14,267 | -14.4% | 1.31% | -15.0% |
| Q4 2022 | $3,194,576 | -55.0% | 16,676 | -53.1% | 1.54% | -48.9% |
| Q4 2021 | $7,100,000 | +22.6% | 35,523 | +10.2% | 3.01% | +1.8% |
| Q3 2021 | $5,789,000 | +10.2% | 32,249 | +12.1% | 2.96% | +2.5% |
| Q2 2021 | $5,252,000 | +23.9% | 28,778 | +21.0% | 2.89% | -5.2% |
| Q1 2021 | $4,239,000 | +28.8% | 23,783 | +25.7% | 3.04% | +8.0% |
| Q4 2020 | $3,290,000 | – | 18,914 | – | 2.82% | – |
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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% |