VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,827,065 | +51.5% | 10,002 | +61.3% | 0.03% | +52.9% |
| Q2 2023 | $1,205,979 | +57.8% | 6,202 | +57.1% | 0.02% | +41.7% |
| Q1 2023 | $764,210 | +5.8% | 3,949 | +4.7% | 0.01% | -7.7% |
| Q4 2022 | $722,219 | +18.8% | 3,770 | +6.5% | 0.01% | +8.3% |
| Q3 2022 | $608,000 | +0.8% | 3,541 | +8.8% | 0.01% | 0.0% |
| Q2 2022 | $603,000 | -11.7% | 3,256 | -6.7% | 0.01% | +9.1% |
| Q1 2022 | $683,000 | -0.6% | 3,488 | +1.5% | 0.01% | 0.0% |
| Q4 2021 | $687,000 | +11.2% | 3,438 | -0.4% | 0.01% | 0.0% |
| Q3 2021 | $618,000 | +10.0% | 3,451 | +12.1% | 0.01% | +10.0% |
| Q2 2021 | $562,000 | +17.6% | 3,078 | +14.9% | 0.01% | 0.0% |
| Q1 2021 | $478,000 | -16.3% | 2,680 | -18.4% | 0.01% | -23.1% |
| Q4 2020 | $571,000 | +12.4% | 3,285 | +5.6% | 0.01% | 0.0% |
| Q3 2020 | $508,000 | +106.5% | 3,111 | +89.1% | 0.01% | +85.7% |
| Q2 2020 | $246,000 | -7.5% | 1,645 | -14.7% | 0.01% | -30.0% |
| Q1 2020 | $266,000 | – | 1,929 | – | 0.01% | – |
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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% |