VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 388 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,143 | -7.8% | 1,342 | -1.9% | 0.13% | -13.6% |
| Q2 2023 | $266,008 | -0.2% | 1,368 | -0.7% | 0.15% | -9.4% |
| Q1 2023 | $266,671 | -12.6% | 1,378 | -13.5% | 0.17% | -11.9% |
| Q4 2022 | $305,171 | +11.8% | 1,593 | +0.3% | 0.19% | +6.6% |
| Q3 2022 | $273,000 | -25.2% | 1,589 | -19.3% | 0.18% | -13.4% |
| Q2 2022 | $365,000 | -5.4% | 1,969 | 0.0% | 0.21% | +8.9% |
| Q1 2022 | $386,000 | -2.0% | 1,969 | 0.0% | 0.19% | -5.9% |
| Q4 2021 | $394,000 | +11.6% | 1,969 | 0.0% | 0.20% | +5.2% |
| Q3 2021 | $353,000 | +11.4% | 1,969 | +13.4% | 0.19% | -19.2% |
| Q2 2021 | $317,000 | +2.3% | 1,737 | 0.0% | 0.24% | -4.8% |
| Q1 2021 | $310,000 | – | 1,737 | – | 0.25% | – |
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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% |