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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $748,419 | -5.6% | 4,097 | +0.4% | 0.13% | -7.6% |
Q2 2023 | $793,169 | +6.2% | 4,079 | +5.7% | 0.14% | +0.7% |
Q1 2023 | $746,995 | +6.1% | 3,860 | +5.0% | 0.14% | -1.4% |
Q4 2022 | $704,020 | +17.3% | 3,675 | +5.3% | 0.14% | +2.8% |
Q3 2022 | $600,000 | -27.6% | 3,490 | -22.0% | 0.14% | -26.9% |
Q2 2022 | $829,000 | +0.2% | 4,474 | +5.9% | 0.19% | +10.3% |
Q1 2022 | $827,000 | +0.7% | 4,223 | +2.8% | 0.18% | +1.7% |
Q4 2021 | $821,000 | +39.9% | 4,106 | +25.4% | 0.17% | +19.4% |
Q3 2021 | $587,000 | +38.4% | 3,274 | +40.9% | 0.14% | +30.9% |
Q2 2021 | $424,000 | +45.2% | 2,323 | +41.8% | 0.11% | +27.9% |
Q1 2021 | $292,000 | – | 1,638 | – | 0.09% | – |
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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% |