VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 210,951 | $39,960,000 | 11.00% |
| Morningstar Investment Management LLC | 254,721 | $47,210,000 | 9.05% |
| Weitzel Financial Services, Inc. | 70,925 | $13,145,332,000 | 8.87% |
| Blackston Financial Advisory Group, LLC | 64,475 | $12,107,000 | 7.91% |
| Blankinship & Foster, LLC | 88,386 | $16,382,000 | 7.56% |
| Curtis Advisory Group, LLC | 90,000 | $16,681,000 | 6.62% |
| Elwood & Goetz Wealth Advisory Group, LLC | 98,925 | $18,335,000 | 6.13% |
| Beacon Capital Management, LLC | 123,117 | $24,119,000 | 5.98% |
| SELDON CAPITAL LP | 49,593 | $9,192,000 | 5.32% |
| Marotta Asset Management | 96,641 | $18,164,642,000 | 4.47% |