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 | $1,144,956 | -1.4% | 6,268 | +5.0% | 0.38% | +1.3% |
| Q2 2023 | $1,160,958 | -34.5% | 5,970 | -35.1% | 0.38% | -34.7% |
| Q1 2023 | $1,771,479 | +76.4% | 9,204 | +75.6% | 0.58% | +61.7% |
| Q4 2022 | $1,004,062 | +13.3% | 5,241 | +1.7% | 0.36% | +11.5% |
| Q3 2022 | $886,000 | -1.0% | 5,155 | +6.7% | 0.32% | +5.2% |
| Q2 2022 | $895,000 | -27.1% | 4,830 | -22.9% | 0.30% | -14.8% |
| Q1 2022 | $1,228,000 | – | 6,267 | – | 0.36% | – |
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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% |