VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 472 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,420,431 | -7.5% | 24,199 | -1.5% | 2.94% | -8.5% |
| Q2 2023 | $4,778,220 | +111306.4% | 24,573 | +10.9% | 3.22% | +4.7% |
| Q1 2023 | $4,289 | +20.0% | 22,162 | +18.8% | 3.07% | +6.4% |
| Q4 2022 | $3,574 | -99.9% | 18,656 | +26.0% | 2.88% | +19.8% |
| Q3 2022 | $2,543,000 | +20.6% | 14,802 | +30.1% | 2.41% | +24.3% |
| Q2 2022 | $2,108,000 | +7.6% | 11,375 | +13.7% | 1.94% | +19.6% |
| Q1 2022 | $1,959,000 | +13.0% | 10,001 | +15.4% | 1.62% | +30.4% |
| Q4 2021 | $1,733,000 | +89.4% | 8,668 | +69.9% | 1.24% | +69.9% |
| Q3 2021 | $915,000 | +38.6% | 5,103 | +41.2% | 0.73% | +29.6% |
| Q2 2021 | $660,000 | -88.8% | 3,615 | -89.0% | 0.56% | -90.0% |
| Q1 2021 | $5,877,000 | – | 32,976 | – | 5.61% | – |
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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% |