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 | $582,670 | -28.4% | 3,190 | -23.7% | 0.03% | -33.3% |
Q2 2023 | $813,446 | +2.8% | 4,183 | +2.3% | 0.04% | -8.7% |
Q1 2023 | $791,365 | +1.5% | 4,089 | +0.5% | 0.05% | -13.2% |
Q4 2022 | $779,361 | +8.5% | 4,068 | -2.7% | 0.05% | -3.6% |
Q3 2022 | $718,000 | -10.2% | 4,181 | -3.1% | 0.06% | -9.8% |
Q2 2022 | $800,000 | +154.0% | 4,316 | +138.1% | 0.06% | +110.3% |
Q4 2020 | $315,000 | +4.7% | 1,813 | -1.5% | 0.03% | -14.7% |
Q3 2020 | $301,000 | +11.9% | 1,840 | +2.4% | 0.03% | -5.6% |
Q2 2020 | $269,000 | +26.9% | 1,797 | +16.6% | 0.04% | -7.7% |
Q1 2020 | $212,000 | +1.9% | 1,541 | +19.6% | 0.04% | +39.3% |
Q4 2019 | $208,000 | -20.0% | 1,289 | -27.9% | 0.03% | -42.9% |
Q1 2019 | $260,000 | +22.1% | 1,788 | -2.8% | 0.05% | -61.7% |
Q2 2014 | $213,000 | +0.5% | 1,840 | -4.0% | 0.13% | -11.7% |
Q1 2014 | $212,000 | +2.9% | 1,917 | +2.7% | 0.14% | -5.2% |
Q4 2013 | $206,000 | – | 1,867 | – | 0.15% | – |
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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% |