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 | $591,212 | -3.0% | 3,304 | +5.4% | 0.04% | +28.6% |
| Q2 2023 | $609,532 | +175.6% | 3,135 | +181.9% | 0.03% | +33.3% |
| Q1 2023 | $221,203 | -1.0% | 1,112 | -6.5% | 0.02% | -8.7% |
| Q4 2022 | $223,434 | +3.0% | 1,189 | +0.8% | 0.02% | -4.2% |
| Q3 2022 | $217,000 | -2.3% | 1,180 | +0.3% | 0.02% | -22.6% |
| Q2 2022 | $222,000 | -60.4% | 1,176 | -57.2% | 0.03% | -56.9% |
| Q1 2022 | $560,000 | -44.3% | 2,749 | -46.5% | 0.07% | -41.5% |
| Q4 2021 | $1,006,000 | +2.7% | 5,137 | -0.8% | 0.12% | +13.9% |
| Q3 2021 | $980,000 | -7.2% | 5,180 | -10.2% | 0.11% | -27.0% |
| Q2 2021 | $1,056,000 | – | 5,769 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 254,721 | $43,759,000 | 12.65% |
| BCM ADVISORS, LLC | 217,010 | $41,058,000 | 12.08% |
| Weitzel Financial Services, Inc. | 73,185 | $12,572,537,000 | 8.83% |
| Blackston Financial Advisory Group, LLC | 58,962 | $11,094,000 | 7.81% |
| Blankinship & Foster, LLC | 88,914 | $15,274,000 | 7.42% |
| Beacon Capital Management, LLC | 105,628 | $19,577,000 | 6.52% |
| Milestone Advisory Partners | 49,727 | $8,543,000 | 6.41% |
| Curtis Advisory Group, LLC | 90,000 | $15,461,000 | 6.35% |
| SELDON CAPITAL LP | 49,593 | $8,520,000 | 6.08% |
| Elwood & Goetz Wealth Advisory Group, LLC | 99,623 | $17,114,000 | 5.78% |