VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 252 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $923,762 | -5.6% | 5,057 | 0.0% | 0.01% | -16.7% |
Q2 2023 | $978,630 | 0.0% | 5,057 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $978,630 | -1.1% | 5,057 | -2.1% | 0.01% | 0.0% |
Q4 2022 | $989,075 | +13.9% | 5,163 | +2.1% | 0.01% | +20.0% |
Q3 2022 | $868,000 | -13.5% | 5,057 | -6.7% | 0.01% | -16.7% |
Q2 2022 | $1,004,000 | -4.6% | 5,420 | +0.9% | 0.01% | +20.0% |
Q1 2022 | $1,052,000 | -2.0% | 5,370 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $1,073,000 | +19.5% | 5,370 | +7.2% | 0.01% | 0.0% |
Q3 2021 | $898,000 | -3.0% | 5,011 | -1.3% | 0.01% | 0.0% |
Q2 2021 | $926,000 | +1.3% | 5,079 | -1.0% | 0.01% | 0.0% |
Q1 2021 | $914,000 | +4.1% | 5,129 | +1.6% | 0.01% | 0.0% |
Q4 2020 | $878,000 | +6.6% | 5,050 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $824,000 | +7.9% | 5,050 | -1.2% | 0.01% | 0.0% |
Q2 2020 | $764,000 | +474.4% | 5,110 | +512.0% | 0.01% | +400.0% |
Q1 2020 | $133,000 | 0.0% | 835 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $133,000 | +9.9% | 835 | +7.7% | 0.00% | 0.0% |
Q3 2019 | $121,000 | +5.2% | 775 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $115,000 | +2.7% | 775 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $112,000 | -1.8% | 775 | -11.4% | 0.00% | 0.0% |
Q4 2018 | $114,000 | -2.6% | 875 | +8.8% | 0.00% | – |
Q1 2018 | $117,000 | 0.0% | 804 | 0.0% | 0.00% | – |
Q4 2017 | $117,000 | +9.3% | 804 | +3.7% | 0.00% | – |
Q3 2017 | $107,000 | -0.9% | 775 | 0.0% | 0.00% | -100.0% |
Q2 2017 | $108,000 | 0.0% | 775 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $108,000 | +4.9% | 775 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $103,000 | -2.8% | 775 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $106,000 | -2.8% | 775 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $109,000 | +4.8% | 775 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $104,000 | +4.0% | 775 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $100,000 | +7.5% | 775 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $93,000 | -21.2% | 775 | -18.6% | 0.00% | 0.0% |
Q2 2015 | $118,000 | -3.3% | 952 | -1.2% | 0.00% | 0.0% |
Q1 2015 | $122,000 | -45.0% | 964 | -45.7% | 0.00% | -50.0% |
Q4 2014 | $222,000 | +6.7% | 1,775 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $208,000 | +1.5% | 1,775 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $205,000 | +5.1% | 1,775 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $195,000 | +14.7% | 1,775 | +14.5% | 0.00% | 0.0% |
Q4 2013 | $170,000 | +6.2% | 1,550 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $160,000 | -4.8% | 1,550 | -6.2% | 0.00% | 0.0% |
Q2 2013 | $168,000 | – | 1,652 | – | 0.00% | – |
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% |