Compass Advisory Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Compass Advisory Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$400,333
-13.3%
2,192
-7.6%
0.21%
-13.6%
Q2 2023$461,492
+0.5%
2,3730.0%0.24%
-9.3%
Q1 2023$459,285
+0.6%
2,373
+0.4%
0.27%
+2.3%
Q4 2022$456,714
+13.9%
2,363
+1.3%
0.26%
+16.4%
Q3 2022$401,000
-8.2%
2,332
-1.0%
0.22%
-5.1%
Q2 2022$437,000
+52.8%
2,356
+61.7%
0.24%
+59.1%
Q1 2022$286,0001,4570.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders