VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,939 | -14.2% | 32,327 | -8.5% | 0.82% | -8.7% |
Q2 2023 | $6,920 | -0.2% | 35,338 | -1.4% | 0.89% | -5.1% |
Q1 2023 | $6,932 | -99.0% | 35,823 | +946.2% | 0.94% | +1047.6% |
Q4 2021 | $684,000 | +15.0% | 3,424 | +3.8% | 0.08% | -4.7% |
Q3 2021 | $595,000 | +13.3% | 3,299 | +14.7% | 0.09% | +10.3% |
Q2 2021 | $525,000 | +23.2% | 2,877 | +20.5% | 0.08% | +1.3% |
Q1 2021 | $426,000 | +20.7% | 2,388 | +17.7% | 0.08% | -1.3% |
Q4 2020 | $353,000 | +13.5% | 2,029 | +6.5% | 0.08% | -22.0% |
Q3 2020 | $311,000 | +17.8% | 1,906 | +7.9% | 0.10% | 0.0% |
Q2 2020 | $264,000 | +23.9% | 1,767 | +14.4% | 0.10% | -11.5% |
Q1 2020 | $213,000 | -3.6% | 1,545 | +12.5% | 0.11% | +25.6% |
Q4 2019 | $221,000 | – | 1,373 | – | 0.09% | – |
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% |