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 2023 | $3,021,908 | +82.5% | 16,542 | +94.3% | 0.09% | -12.0% |
| Q2 2023 | $1,655,819 | +177.8% | 8,515 | +176.5% | 0.10% | +132.6% |
| Q1 2023 | $596,042 | +2.2% | 3,080 | +1.1% | 0.04% | -6.5% |
| Q4 2022 | $583,331 | +11.5% | 3,045 | 0.0% | 0.05% | -4.2% |
| Q3 2022 | $523,000 | -7.3% | 3,045 | 0.0% | 0.05% | +9.1% |
| Q2 2022 | $564,000 | -5.5% | 3,045 | 0.0% | 0.04% | +7.3% |
| Q1 2022 | $597,000 | +71.1% | 3,045 | +74.5% | 0.04% | +70.8% |
| Q4 2021 | $349,000 | +6880.0% | 1,745 | +5716.7% | 0.02% | +2300.0% |
| Q3 2020 | $5,000 | +25.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | – | 30 | – | 0.00% | – |
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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% |