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 | $432 | -1.4% | 2,366 | +5.0% | 0.32% | +2.6% |
| Q2 2023 | $438 | +3.3% | 2,253 | +2.8% | 0.31% | -5.0% |
| Q1 2023 | $424 | -4.5% | 2,191 | -5.5% | 0.32% | -8.2% |
| Q4 2022 | $444 | -99.9% | 2,318 | -1.0% | 0.35% | +0.3% |
| Q3 2022 | $402,000 | +51.1% | 2,342 | +63.3% | 0.35% | +55.3% |
| Q2 2022 | $266,000 | +23.1% | 1,434 | +32.9% | 0.23% | +56.9% |
| Q4 2021 | $216,000 | – | 1,079 | – | 0.14% | – |
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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% |