VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 200 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.91 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,010,000 | -2.1% | 15,000 | 0.0% | 0.56% | -30.3% |
| Q3 2016 | $2,053,000 | -3.1% | 15,000 | 0.0% | 0.80% | -5.7% |
| Q2 2016 | $2,118,000 | +4.3% | 15,000 | 0.0% | 0.84% | -5.7% |
| Q1 2016 | $2,030,000 | -45.5% | 15,000 | -48.0% | 0.90% | -41.1% |
| Q4 2015 | $3,724,000 | +6.6% | 28,850 | 0.0% | 1.52% | +8.0% |
| Q3 2015 | $3,494,000 | -26.1% | 28,850 | -23.8% | 1.41% | -14.3% |
| Q2 2015 | $4,727,000 | -1.7% | 37,850 | 0.0% | 1.64% | -4.0% |
| Q1 2015 | $4,807,000 | -53.1% | 37,850 | -53.8% | 1.71% | -52.9% |
| Q4 2014 | $10,251,000 | +6.6% | 81,850 | 0.0% | 3.63% | -2.2% |
| Q3 2014 | $9,617,000 | +1.4% | 81,850 | 0.0% | 3.71% | +2.3% |
| Q2 2014 | $9,482,000 | +4.6% | 81,850 | 0.0% | 3.62% | -0.5% |
| Q1 2014 | $9,068,000 | +11.0% | 81,850 | +10.2% | 3.64% | +0.3% |
| Q4 2013 | $8,173,000 | +1.6% | 74,250 | -4.3% | 3.63% | -2.5% |
| Q3 2013 | $8,043,000 | +1.2% | 77,590 | 0.0% | 3.72% | -7.5% |
| Q2 2013 | $7,950,000 | – | 77,590 | – | 4.02% | – |
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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% |