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 | $516,419 | -11.8% | 2,827 | -6.1% | 0.04% | -12.0% |
Q2 2023 | $585,391 | +10.6% | 3,010 | +10.1% | 0.05% | +2.0% |
Q1 2023 | $529,364 | +0.1% | 2,735 | -0.9% | 0.05% | -9.3% |
Q4 2022 | $529,094 | -43.2% | 2,761 | -49.1% | 0.05% | +1.9% |
Q3 2022 | $931,000 | +12.0% | 5,429 | +21.8% | 0.05% | +10.4% |
Q2 2022 | $831,000 | -7.0% | 4,458 | -2.4% | 0.05% | +11.6% |
Q1 2022 | $894,000 | +92.3% | 4,566 | +96.0% | 0.04% | -6.5% |
Q4 2021 | $465,000 | +0.6% | 2,330 | -6.6% | 0.05% | -4.2% |
Q2 2021 | $462,000 | -1.1% | 2,494 | -4.8% | 0.05% | -23.8% |
Q1 2021 | $467,000 | +1.7% | 2,620 | -0.7% | 0.06% | -6.0% |
Q4 2020 | $459,000 | +4.1% | 2,639 | -2.2% | 0.07% | -6.9% |
Q3 2020 | $441,000 | +8.9% | 2,698 | -0.2% | 0.07% | -1.4% |
Q2 2020 | $405,000 | +11.9% | 2,704 | +0.0% | 0.07% | -12.0% |
Q1 2020 | $362,000 | +52.1% | 2,703 | +83.4% | 0.08% | +130.6% |
Q4 2019 | $238,000 | -2.1% | 1,474 | -4.2% | 0.04% | -29.4% |
Q3 2019 | $243,000 | +16.3% | 1,538 | +9.5% | 0.05% | +88.9% |
Q2 2019 | $209,000 | -0.9% | 1,405 | -3.1% | 0.03% | -42.6% |
Q1 2019 | $211,000 | -62.1% | 1,450 | -65.6% | 0.05% | -68.7% |
Q4 2018 | $557,000 | – | 4,214 | – | 0.15% | – |
Download |
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% |