VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,450,236 | -7.0% | 24,362 | -1.1% | 1.82% | -2.5% |
| Q2 2023 | $4,787,553 | +0.7% | 24,621 | +0.2% | 1.87% | -0.9% |
| Q1 2023 | $4,755,260 | +25.5% | 24,572 | +24.2% | 1.89% | +21.2% |
| Q4 2022 | $3,788,914 | +11.9% | 19,778 | +0.4% | 1.56% | +0.1% |
| Q3 2022 | $3,385,000 | +69.9% | 19,703 | +83.3% | 1.56% | +82.3% |
| Q2 2022 | $1,992,000 | -4.8% | 10,747 | +0.1% | 0.85% | -2.3% |
| Q1 2022 | $2,092,000 | -2.8% | 10,731 | -2.9% | 0.87% | +15.3% |
| Q4 2021 | $2,153,000 | -10.8% | 11,050 | -18.0% | 0.76% | -17.0% |
| Q3 2021 | $2,414,000 | -25.7% | 13,471 | -24.3% | 0.91% | -25.2% |
| Q2 2021 | $3,249,000 | -34.4% | 17,803 | -36.0% | 1.22% | -38.3% |
| Q1 2021 | $4,955,000 | +8.8% | 27,801 | +6.2% | 1.98% | -4.9% |
| Q4 2020 | $4,554,000 | – | 26,183 | – | 2.08% | – |
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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% |