VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 472 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $304,314 | -5.7% | 1,565 | -6.2% | 0.16% | -11.7% |
| Q1 2023 | $322,791 | -2.7% | 1,668 | -3.6% | 0.18% | -10.4% |
| Q4 2022 | $331,608 | -37.6% | 1,731 | -44.0% | 0.20% | -41.9% |
| Q3 2022 | $531,000 | -40.7% | 3,092 | -32.4% | 0.35% | -29.4% |
| Q1 2022 | $896,000 | -16.3% | 4,574 | -14.6% | 0.49% | -13.9% |
| Q4 2021 | $1,071,000 | +10.0% | 5,357 | -1.4% | 0.57% | +0.7% |
| Q3 2021 | $974,000 | +1.6% | 5,432 | +3.3% | 0.56% | 0.0% |
| Q2 2021 | $959,000 | -11.8% | 5,256 | -13.8% | 0.56% | -24.1% |
| Q1 2021 | $1,087,000 | +5.9% | 6,100 | -0.7% | 0.74% | -0.9% |
| Q4 2020 | $1,026,000 | – | 6,143 | – | 0.75% | – |
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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% |