VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,616 | -6.0% | 1,328 | 0.0% | 0.16% | -13.7% |
| Q2 2023 | $258,190 | -0.6% | 1,328 | -1.1% | 0.19% | -5.5% |
| Q1 2023 | $259,858 | +1.0% | 1,343 | 0.0% | 0.20% | -8.2% |
| Q4 2022 | $257,196 | +11.3% | 1,343 | +0.1% | 0.22% | 0.0% |
| Q3 2022 | $231,000 | -7.2% | 1,342 | 0.0% | 0.22% | -3.9% |
| Q2 2022 | $249,000 | -5.3% | 1,342 | 0.0% | 0.23% | +62.9% |
| Q1 2022 | $263,000 | -1.9% | 1,342 | +0.1% | 0.14% | +3.7% |
| Q4 2021 | $268,000 | – | 1,341 | – | 0.14% | – |
Download | ||||||
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% |