VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,157 | -11.7% | 1,572 | -6.0% | 0.12% | -10.8% |
| Q2 2023 | $325,120 | +27.6% | 1,672 | +27.0% | 0.14% | +10.3% |
| Q1 2023 | $254,866 | +7.9% | 1,317 | +6.8% | 0.13% | -4.5% |
| Q4 2022 | $236,206 | +12.5% | 1,233 | +0.7% | 0.13% | -4.3% |
| Q3 2022 | $210,000 | -36.9% | 1,225 | -28.0% | 0.14% | -46.9% |
| Q1 2022 | $333,000 | +22.0% | 1,701 | +24.5% | 0.26% | +52.0% |
| Q4 2021 | $273,000 | – | 1,366 | – | 0.17% | – |
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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% |