VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $681,000 | -22.3% | 4,166 | -28.9% | 0.27% | -28.2% |
| Q2 2020 | $876,000 | -39.8% | 5,856 | -37.0% | 0.37% | -25.6% |
| Q3 2019 | $1,456,000 | +5.3% | 9,297 | 0.0% | 0.50% | +4.4% |
| Q2 2019 | $1,383,000 | +30.3% | 9,297 | +22.8% | 0.48% | +16.5% |
| Q3 2018 | $1,061,000 | +29.4% | 7,569 | +23.9% | 0.41% | +18.1% |
| Q2 2018 | $820,000 | +78.3% | 6,109 | +83.9% | 0.35% | +36.5% |
| Q3 2017 | $460,000 | -1.7% | 3,322 | 0.0% | 0.26% | -5.9% |
| Q2 2017 | $468,000 | -3.3% | 3,322 | -6.0% | 0.27% | -12.3% |
| Q3 2016 | $484,000 | -4.7% | 3,533 | -1.8% | 0.31% | -3.4% |
| Q2 2016 | $508,000 | – | 3,599 | – | 0.32% | – |
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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% |