VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 486 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,373 | -70.1% | 2,345 | -68.2% | 0.30% | -68.7% |
| Q2 2023 | $1,434,816 | -4.2% | 7,379 | -4.6% | 0.96% | -4.7% |
| Q1 2023 | $1,497,041 | -30.8% | 7,736 | -31.5% | 1.01% | -30.9% |
| Q4 2022 | $2,162,386 | +11.5% | 11,288 | +0.0% | 1.46% | +9.4% |
| Q3 2022 | $1,939,000 | -1.9% | 11,287 | +5.9% | 1.34% | -1.6% |
| Q2 2022 | $1,976,000 | +87.1% | 10,662 | +97.8% | 1.36% | +123.7% |
| Q1 2022 | $1,056,000 | +50.9% | 5,390 | +54.0% | 0.61% | +47.3% |
| Q4 2021 | $700,000 | – | 3,501 | – | 0.41% | – |
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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% |