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 | $530,656 | -6.1% | 2,905 | 0.0% | 0.38% | -3.8% |
| Q2 2023 | $564,877 | +100411.9% | 2,905 | 0.0% | 0.39% | -6.4% |
| Q1 2023 | $562 | -2.4% | 2,905 | -3.3% | 0.42% | +10.5% |
| Q4 2022 | $576 | -99.9% | 3,005 | 0.0% | 0.38% | -2.6% |
| Q3 2022 | $516,000 | -7.4% | 3,005 | 0.0% | 0.39% | 0.0% |
| Q2 2022 | $557,000 | -5.4% | 3,005 | 0.0% | 0.39% | +5.4% |
| Q1 2022 | $589,000 | -2.0% | 3,005 | 0.0% | 0.37% | -30.6% |
| Q4 2021 | $601,000 | – | 3,005 | – | 0.53% | – |
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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% |