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 | $481,187 | +7.1% | 2,634 | +14.0% | 0.02% | +11.1% |
| Q2 2023 | $449,410 | +29.9% | 2,311 | +29.3% | 0.02% | +28.6% |
| Q1 2023 | $345,856 | +4.2% | 1,787 | +3.2% | 0.01% | -26.3% |
| Q4 2022 | $332,000 | +21.6% | 1,731 | +8.8% | 0.02% | +26.7% |
| Q3 2022 | $273,000 | -9.9% | 1,591 | -2.7% | 0.02% | 0.0% |
| Q2 2022 | $303,000 | -5.0% | 1,635 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $319,000 | +1.3% | 1,628 | +3.3% | 0.02% | -11.8% |
| Q4 2021 | $315,000 | – | 1,576 | – | 0.02% | – |
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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% |