VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,380,985 | -6.1% | 7,560 | 0.0% | 0.72% | -4.0% |
| Q2 2023 | $1,470,042 | +0.5% | 7,560 | 0.0% | 0.74% | -8.9% |
| Q1 2023 | $1,463,011 | +1.0% | 7,560 | 0.0% | 0.82% | -13.0% |
| Q4 2022 | $1,448,269 | +11.5% | 7,560 | 0.0% | 0.94% | -1.4% |
| Q3 2022 | $1,299,000 | -7.3% | 7,560 | 0.0% | 0.95% | -20.3% |
| Q2 2022 | $1,401,000 | -4.1% | 7,560 | +1.3% | 1.20% | -3.5% |
| Q1 2022 | $1,461,000 | -2.5% | 7,460 | -0.5% | 1.24% | -11.2% |
| Q4 2021 | $1,499,000 | +11.5% | 7,500 | 0.0% | 1.40% | +5.4% |
| Q3 2021 | $1,344,000 | +0.9% | 7,500 | +2.7% | 1.32% | -3.8% |
| Q2 2021 | $1,332,000 | +1.7% | 7,300 | -0.7% | 1.38% | -16.2% |
| Q1 2021 | $1,310,000 | +2.5% | 7,350 | 0.0% | 1.64% | -3.9% |
| Q4 2020 | $1,278,000 | +15.9% | 7,350 | +8.9% | 1.71% | +2.7% |
| Q3 2020 | $1,103,000 | +9.8% | 6,750 | +0.4% | 1.66% | +1.8% |
| Q2 2020 | $1,005,000 | +10.7% | 6,720 | +2.1% | 1.63% | -4.2% |
| Q1 2020 | $908,000 | -10.8% | 6,585 | +4.3% | 1.70% | +30.7% |
| Q4 2019 | $1,018,000 | – | 6,315 | – | 1.30% | – |
Download | ||||||
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% |