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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,143 | -7.8% | 1,342 | -1.9% | 0.13% | -13.6% |
| Q2 2023 | $266,008 | -0.2% | 1,368 | -0.7% | 0.15% | -9.4% |
| Q1 2023 | $266,671 | -12.6% | 1,378 | -13.5% | 0.17% | -11.9% |
| Q4 2022 | $305,171 | +11.8% | 1,593 | +0.3% | 0.19% | +6.6% |
| Q3 2022 | $273,000 | -25.2% | 1,589 | -19.3% | 0.18% | -13.4% |
| Q2 2022 | $365,000 | -5.4% | 1,969 | 0.0% | 0.21% | +8.9% |
| Q1 2022 | $386,000 | -2.0% | 1,969 | 0.0% | 0.19% | -5.9% |
| Q4 2021 | $394,000 | +11.6% | 1,969 | 0.0% | 0.20% | +5.2% |
| Q3 2021 | $353,000 | +11.4% | 1,969 | +13.4% | 0.19% | -19.2% |
| Q2 2021 | $317,000 | +2.3% | 1,737 | 0.0% | 0.24% | -4.8% |
| Q1 2021 | $310,000 | – | 1,737 | – | 0.25% | – |
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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% |