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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,691 | +5.9% | 3,075 | +12.7% | 0.01% | +8.3% |
| Q2 2023 | $530,460 | -16.0% | 2,728 | -16.4% | 0.01% | -20.0% |
| Q1 2023 | $631,843 | +1.5% | 3,265 | +0.4% | 0.02% | -11.8% |
| Q4 2022 | $622,411 | +95.1% | 3,253 | +75.2% | 0.02% | +41.7% |
| Q3 2022 | $319,000 | +6.0% | 1,857 | +14.3% | 0.01% | +20.0% |
| Q2 2022 | $301,000 | +692.1% | 1,624 | -95.7% | 0.01% | +150.0% |
| Q2 2018 | $38,000 | – | 38,203 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, INC/SD | 434,045 | $79,287,125 | 23.72% |
| SELDON CAPITAL LP | 49,593 | $9,059,153 | 7.79% |
| Beacon Capital Management, Inc. | 1,059,909 | $193,613,644 | 7.17% |
| Morningstar Investment Management LLC | 236,243 | $43,155 | 6.45% |
| Milestone Advisory Partners | 37,822 | $6,908,945 | 5.75% |
| Blankinship & Foster, LLC | 89,586 | $16,364,675 | 5.41% |
| Elwood & Goetz Wealth Advisory Group, LLC | 113,633 | $20,757,420 | 4.81% |
| Marotta Asset Management | 106,072 | $19,376,263 | 4.48% |
| Tranquilli Financial Advisor LLC | 28,895 | $5,278,250 | 3.81% |
| Pariax, LLC | 5,328 | $973,266 | 3.04% |