VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,200 | -13.3% | 3,543 | -7.7% | 0.02% | -14.3% |
| Q2 2023 | $746,105 | -11.5% | 3,837 | -11.9% | 0.03% | -20.0% |
| Q1 2023 | $842,587 | +22.7% | 4,354 | +21.5% | 0.04% | +6.1% |
| Q4 2022 | $686,587 | +45.8% | 3,584 | +30.7% | 0.03% | +32.0% |
| Q3 2022 | $471,000 | -4.5% | 2,742 | +3.0% | 0.02% | -3.8% |
| Q2 2022 | $493,000 | -9.0% | 2,662 | -3.7% | 0.03% | +4.0% |
| Q1 2022 | $542,000 | -4.9% | 2,764 | -3.1% | 0.02% | -3.8% |
| Q4 2021 | $570,000 | +6.7% | 2,852 | -4.2% | 0.03% | -3.7% |
| Q3 2021 | $534,000 | -1.8% | 2,978 | 0.0% | 0.03% | -6.9% |
| Q2 2021 | $544,000 | +7.7% | 2,978 | +5.2% | 0.03% | 0.0% |
| Q1 2021 | $505,000 | +13.0% | 2,832 | +10.2% | 0.03% | +3.6% |
| Q4 2020 | $447,000 | -10.6% | 2,569 | -16.0% | 0.03% | -24.3% |
| Q3 2020 | $500,000 | -2.3% | 3,060 | -10.7% | 0.04% | -15.9% |
| Q2 2020 | $512,000 | +6.2% | 3,426 | -1.9% | 0.04% | -17.0% |
| Q1 2020 | $482,000 | – | 3,494 | – | 0.05% | – |
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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% |