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 | $3,552,757 | -11.2% | 19,449 | -5.5% | 2.28% | -6.6% |
Q2 2023 | $4,002,705 | -2.5% | 20,585 | -3.0% | 2.44% | -8.0% |
Q1 2023 | $4,105,478 | +0.9% | 21,215 | -0.1% | 2.65% | -2.1% |
Q4 2022 | $4,067,558 | +14.2% | 21,233 | +2.4% | 2.71% | +8.6% |
Q3 2022 | $3,563,000 | -6.7% | 20,741 | +0.7% | 2.49% | -3.8% |
Q2 2022 | $3,817,000 | -8.2% | 20,595 | -3.0% | 2.59% | +11.3% |
Q1 2022 | $4,158,000 | +1.7% | 21,222 | +1.1% | 2.33% | +8.5% |
Q4 2021 | $4,090,000 | +1.4% | 21,000 | -1.5% | 2.15% | +8.8% |
Q3 2021 | $4,033,000 | +4.7% | 21,324 | +1.1% | 1.97% | -3.4% |
Q2 2021 | $3,851,000 | +3.3% | 21,089 | +2.3% | 2.04% | -6.2% |
Q1 2021 | $3,728,000 | -1.7% | 20,624 | -5.4% | 2.18% | -9.3% |
Q4 2020 | $3,791,000 | +15.3% | 21,797 | +12.3% | 2.40% | +1.6% |
Q3 2020 | $3,287,000 | +44.6% | 19,402 | +28.3% | 2.36% | +22.1% |
Q2 2020 | $2,273,000 | +4.7% | 15,121 | +1.4% | 1.94% | -10.6% |
Q1 2020 | $2,172,000 | -3.8% | 14,913 | +6.5% | 2.16% | +6.1% |
Q4 2019 | $2,258,000 | – | 14,005 | – | 2.04% | – |
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% |