VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 97 filers reported holding VANGUARD WORLD FDS in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $253,087 | -5.4% | 1,385 | +0.7% | 0.04% | -2.7% |
Q2 2023 | $267,501 | +0.5% | 1,376 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $266,221 | +1.5% | 1,376 | +0.4% | 0.04% | +5.7% |
Q4 2022 | $262,382 | +13.1% | 1,370 | +1.5% | 0.04% | 0.0% |
Q3 2022 | $232,000 | -33.3% | 1,350 | -28.2% | 0.04% | -22.2% |
Q2 2022 | $348,000 | -4.9% | 1,879 | +0.6% | 0.04% | -4.3% |
Q1 2022 | $366,000 | -1.6% | 1,867 | +0.4% | 0.05% | 0.0% |
Q4 2021 | $372,000 | +14.1% | 1,860 | +2.1% | 0.05% | +4.4% |
Q3 2021 | $326,000 | -86.7% | 1,821 | -86.5% | 0.04% | -85.6% |
Q2 2021 | $2,460,000 | +7.0% | 13,479 | +4.4% | 0.31% | +2.6% |
Q1 2021 | $2,300,000 | +20.1% | 12,905 | +17.2% | 0.30% | +4.5% |
Q4 2020 | $1,915,000 | +11.9% | 11,009 | +5.1% | 0.29% | +5.8% |
Q3 2020 | $1,712,000 | +9.8% | 10,478 | +0.5% | 0.28% | +6.2% |
Q2 2020 | $1,559,000 | +66.0% | 10,423 | +53.0% | 0.26% | +42.9% |
Q1 2020 | $939,000 | +89.7% | 6,812 | +42.7% | 0.18% | +62.5% |
Q3 2013 | $495,000 | +0.6% | 4,774 | -1.0% | 0.11% | -8.2% |
Q2 2013 | $492,000 | – | 4,820 | – | 0.12% | – |
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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% |