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 | $236,072 | -19.8% | 1,292 | -14.6% | 0.01% | -20.0% |
| Q2 2023 | $294,285 | -43.5% | 1,513 | -43.8% | 0.02% | -50.0% |
| Q1 2023 | $521,111 | +44.1% | 2,693 | +42.7% | 0.03% | +30.4% |
| Q4 2022 | $361,569 | -8.5% | 1,887 | -18.0% | 0.02% | -23.3% |
| Q3 2022 | $395,000 | +967.6% | 2,301 | +736.7% | 0.03% | +200.0% |
| Q1 2018 | $37,000 | -17.8% | 275 | -10.1% | 0.01% | -16.7% |
| Q4 2017 | $45,000 | +7.1% | 306 | 0.0% | 0.01% | -33.3% |
| Q3 2017 | $42,000 | +2000.0% | 306 | +418.6% | 0.02% | +1700.0% |
| Q2 2017 | $2,000 | -75.0% | 59 | 0.0% | 0.00% | -80.0% |
| Q1 2017 | $8,000 | -85.5% | 59 | -85.6% | 0.01% | -88.1% |
| Q4 2016 | $55,000 | – | 411 | – | 0.04% | – |
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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% |