VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,425 | -6.0% | 2,214 | +0.1% | 0.24% | -1.2% |
| Q2 2023 | $430,140 | +0.5% | 2,212 | 0.0% | 0.24% | -4.7% |
| Q1 2023 | $428,083 | +1.1% | 2,212 | +0.0% | 0.26% | -14.4% |
| Q4 2022 | $423,548 | +11.8% | 2,211 | +0.2% | 0.30% | -8.8% |
| Q3 2022 | $379,000 | -7.3% | 2,207 | 0.0% | 0.33% | -6.0% |
| Q2 2022 | $409,000 | -5.3% | 2,207 | +0.1% | 0.35% | -0.3% |
| Q1 2022 | $432,000 | -16.0% | 2,205 | -14.2% | 0.35% | -11.8% |
| Q4 2021 | $514,000 | – | 2,570 | – | 0.40% | – |
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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% |