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 | $20,757,420 | -7.9% | 113,633 | -2.0% | 4.81% | -6.3% |
| Q2 2023 | $22,537,215 | +1.7% | 115,902 | +1.2% | 5.14% | -2.9% |
| Q1 2023 | $22,165,819 | +9.7% | 114,540 | +8.5% | 5.29% | -14.1% |
| Q4 2022 | $20,214,646 | +18.1% | 105,521 | +5.9% | 6.16% | +6.6% |
| Q3 2022 | $17,114,000 | -6.7% | 99,623 | +0.7% | 5.78% | -5.7% |
| Q2 2022 | $18,335,000 | -22.3% | 98,925 | -17.9% | 6.13% | -16.3% |
| Q1 2022 | $23,601,000 | +0.1% | 120,470 | +2.1% | 7.32% | -0.3% |
| Q4 2021 | $23,584,000 | +14.6% | 117,990 | +2.8% | 7.34% | +3.5% |
| Q3 2021 | $20,571,000 | – | 114,780 | – | 7.10% | – |
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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% |