VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,278,250 | +150.2% | 28,895 | +166.3% | 3.81% | +155.3% |
| Q2 2023 | $2,109,783 | +3.6% | 10,850 | +3.1% | 1.49% | -1.9% |
| Q1 2023 | $2,036,024 | +29.4% | 10,521 | +28.1% | 1.52% | +27.5% |
| Q4 2022 | $1,573,364 | -67.8% | 8,213 | -67.1% | 1.19% | -65.7% |
| Q1 2022 | $4,891,000 | +0.9% | 24,965 | +3.0% | 3.48% | +2.6% |
| Q4 2021 | $4,847,000 | +16.3% | 24,248 | +4.3% | 3.39% | +8.6% |
| Q3 2021 | $4,168,000 | +0.5% | 23,257 | +2.4% | 3.12% | +0.3% |
| Q2 2021 | $4,147,000 | +3.8% | 22,721 | +1.3% | 3.11% | -3.5% |
| Q1 2021 | $3,997,000 | +7.3% | 22,424 | +4.7% | 3.23% | -4.6% |
| Q4 2020 | $3,725,000 | – | 21,420 | – | 3.38% | – |
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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% |