VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,450,236 | -7.0% | 24,362 | -1.1% | 1.82% | -2.5% |
| Q2 2023 | $4,787,553 | +0.7% | 24,621 | +0.2% | 1.87% | -0.9% |
| Q1 2023 | $4,755,260 | +25.5% | 24,572 | +24.2% | 1.89% | +21.2% |
| Q4 2022 | $3,788,914 | +11.9% | 19,778 | +0.4% | 1.56% | +0.1% |
| Q3 2022 | $3,385,000 | +69.9% | 19,703 | +83.3% | 1.56% | +82.3% |
| Q2 2022 | $1,992,000 | -4.8% | 10,747 | +0.1% | 0.85% | -2.3% |
| Q1 2022 | $2,092,000 | -2.8% | 10,731 | -2.9% | 0.87% | +15.3% |
| Q4 2021 | $2,153,000 | -10.8% | 11,050 | -18.0% | 0.76% | -17.0% |
| Q3 2021 | $2,414,000 | -25.7% | 13,471 | -24.3% | 0.91% | -25.2% |
| Q2 2021 | $3,249,000 | -34.4% | 17,803 | -36.0% | 1.22% | -38.3% |
| Q1 2021 | $4,955,000 | +8.8% | 27,801 | +6.2% | 1.98% | -4.9% |
| Q4 2020 | $4,554,000 | – | 26,183 | – | 2.08% | – |
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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% |