JOHNSON INVESTMENT COUNSEL INC - VANGUARD WORLD FDS ownership

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
JOHNSON INVESTMENT COUNSEL INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,938,340
+47.9%
21,560
+57.4%
0.05%
+54.5%
Q2 2023$2,663,327
-3.2%
13,697
-3.7%
0.03%
-10.8%
Q1 2023$2,752,380
-2.4%
14,223
-3.4%
0.04%
-2.6%
Q4 2022$2,819,072
+6.1%
14,716
-4.8%
0.04%
-2.6%
Q3 2022$2,656,000
-9.1%
15,463
-1.9%
0.04%
-4.9%
Q2 2022$2,922,000
-5.1%
15,765
+0.3%
0.04%
+7.9%
Q1 2022$3,079,000
-6.7%
15,716
-4.8%
0.04%
-5.0%
Q4 2021$3,301,000
+165.6%
16,513
+139.5%
0.04%
+135.3%
Q3 2021$1,243,000
-6.3%
6,895
-5.1%
0.02%
-5.6%
Q2 2021$1,326,000
-52.7%
7,264
-53.9%
0.02%
-57.1%
Q1 2021$2,806,000
-36.1%
15,745
-37.7%
0.04%
-42.5%
Q4 2020$4,393,000
-13.4%
25,261
-18.6%
0.07%
-22.3%
Q3 2020$5,072,000
-9.6%
31,048
-17.3%
0.09%
-16.8%
Q2 2020$5,613,000
-4.5%
37,530
-12.0%
0.11%
-13.1%
Q1 2020$5,876,000
-20.2%
42,633
-6.6%
0.13%
-6.5%
Q4 2019$7,360,000
+2.1%
45,659
-0.2%
0.14%
-3.5%
Q3 2019$7,211,000
+5.3%
45,738
-0.6%
0.14%
+1.4%
Q2 2019$6,847,000
+7.3%
46,031
+4.8%
0.14%
+4.4%
Q1 2019$6,379,000
+25.9%
43,931
+13.7%
0.14%
+10.6%
Q4 2018$5,067,000
-7.2%
38,632
-0.8%
0.12%
+1.7%
Q3 2018$5,459,000
+89.2%
38,962
+81.3%
0.12%
+70.4%
Q2 2018$2,886,000
+56.0%
21,495
+58.1%
0.07%
+51.1%
Q1 2018$1,850,000
-0.1%
13,595
+7.2%
0.05%
+2.2%
Q4 2017$1,851,000
+50.6%
12,678
+42.9%
0.05%
+43.8%
Q3 2017$1,229,000
+28.6%
8,873
+30.8%
0.03%
+18.5%
Q2 2017$956,000
+2.0%
6,783
+1.7%
0.03%0.0%
Q1 2017$937,000
+7.0%
6,668
+1.9%
0.03%0.0%
Q4 2016$876,000
+79.9%
6,543
+83.9%
0.03%
+68.8%
Q3 2016$487,000
+19.4%
3,558
+23.0%
0.02%
+23.1%
Q2 2016$408,000
+7.1%
2,893
+2.7%
0.01%0.0%
Q1 2016$381,000
+73.2%
2,818
+65.0%
0.01%
+62.5%
Q4 2015$220,0001,7080.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders