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 | $2,507,876 | -6.1% | 13,729 | 0.0% | 1.37% | +14.8% |
Q2 2023 | $2,669,604 | -46.1% | 13,729 | -46.4% | 1.19% | -44.7% |
Q1 2023 | $4,956,628 | +2.1% | 25,613 | +1.0% | 2.15% | -2.0% |
Q4 2022 | $4,856,300 | +14.7% | 25,350 | +2.8% | 2.20% | +14.1% |
Q3 2022 | $4,235,000 | -7.3% | 24,651 | 0.0% | 1.93% | +5.0% |
Q2 2022 | $4,569,000 | -17.3% | 24,651 | -12.5% | 1.84% | -7.5% |
Q1 2022 | $5,522,000 | +1.7% | 28,186 | +3.7% | 1.99% | +35.0% |
Q4 2021 | $5,432,000 | +12.3% | 27,176 | +0.7% | 1.47% | +13.3% |
Q3 2021 | $4,837,000 | -3.2% | 26,991 | -1.4% | 1.30% | +13.9% |
Q2 2021 | $4,997,000 | +2.4% | 27,379 | 0.0% | 1.14% | -36.7% |
Q1 2021 | $4,880,000 | -64.3% | 27,379 | -65.2% | 1.80% | -49.1% |
Q4 2020 | $13,665,000 | -14.0% | 78,575 | -19.2% | 3.53% | -34.8% |
Q3 2020 | $15,892,000 | +12.6% | 97,269 | +3.1% | 5.42% | -0.9% |
Q2 2020 | $14,116,000 | +469.4% | 94,376 | +423.9% | 5.47% | +357.7% |
Q1 2020 | $2,479,000 | – | 18,014 | – | 1.20% | – |
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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% |