VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 524 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,954 | -6.1% | 1,653 | 0.0% | 0.20% | -1.0% |
| Q2 2023 | $321,426 | +0.5% | 1,653 | 0.0% | 0.20% | -10.1% |
| Q1 2023 | $319,889 | +1.0% | 1,653 | 0.0% | 0.23% | -2.6% |
| Q4 2022 | $316,665 | +11.5% | 1,653 | 0.0% | 0.23% | +1.7% |
| Q3 2022 | $284,000 | -7.5% | 1,653 | -0.1% | 0.23% | -3.8% |
| Q2 2022 | $307,000 | -5.2% | 1,655 | 0.0% | 0.24% | +11.7% |
| Q1 2022 | $324,000 | -2.1% | 1,655 | 0.0% | 0.21% | 0.0% |
| Q4 2021 | $331,000 | +11.4% | 1,655 | 0.0% | 0.21% | +3.9% |
| Q3 2021 | $297,000 | +4.6% | 1,655 | +6.4% | 0.20% | +2.5% |
| Q2 2021 | $284,000 | – | 1,555 | – | 0.20% | – |
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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% |