VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,537 | -25.9% | 632 | -21.2% | 0.06% | -23.7% |
| Q2 2023 | $155,957 | -10.1% | 802 | -10.6% | 0.08% | -17.4% |
| Q1 2023 | $173,531 | +2.0% | 897 | +1.0% | 0.09% | -6.1% |
| Q4 2022 | $170,067 | +11.9% | 888 | +0.6% | 0.10% | +10.1% |
| Q3 2022 | $152,000 | -12.6% | 883 | -5.9% | 0.09% | -17.6% |
| Q2 2022 | $174,000 | -12.1% | 938 | -6.9% | 0.11% | +11.3% |
| Q1 2022 | $198,000 | 0.0% | 1,008 | +1.7% | 0.10% | +3.2% |
| Q4 2021 | $198,000 | -7.0% | 991 | -16.8% | 0.09% | -29.3% |
| Q3 2021 | $213,000 | -3.6% | 1,191 | -1.5% | 0.13% | -1.5% |
| Q2 2021 | $221,000 | +41.7% | 1,209 | +38.0% | 0.14% | +17.4% |
| Q1 2021 | $156,000 | -11.9% | 876 | -13.9% | 0.12% | -21.2% |
| Q4 2020 | $177,000 | -10.6% | 1,018 | -15.8% | 0.15% | -25.1% |
| Q3 2020 | $198,000 | – | 1,209 | – | 0.20% | – |
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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% |