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 | $30,249,804 | +3.6% | 165,598 | +10.3% | 1.12% | +1.4% |
| Q2 2023 | $29,206,493 | +6.9% | 150,201 | +6.4% | 1.10% | -2.8% |
| Q1 2023 | $27,322,998 | +9.0% | 141,190 | +7.9% | 1.13% | +0.1% |
| Q4 2022 | $25,062,599 | +108.6% | 130,827 | +76.1% | 1.13% | -37.8% |
| Q3 2021 | $12,016,000 | -4.2% | 74,286 | +9.8% | 1.82% | -21.3% |
| Q2 2021 | $12,542,000 | +21.5% | 67,643 | +16.7% | 2.32% | -8.5% |
| Q1 2021 | $10,322,000 | +38.8% | 57,955 | +34.5% | 2.53% | +3.5% |
| Q4 2020 | $7,439,000 | – | 43,098 | – | 2.45% | – |
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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% |