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 | $591,212 | -3.0% | 3,304 | +5.4% | 0.04% | +28.6% |
| Q2 2023 | $609,532 | +175.6% | 3,135 | +181.9% | 0.03% | +33.3% |
| Q1 2023 | $221,203 | -1.0% | 1,112 | -6.5% | 0.02% | -8.7% |
| Q4 2022 | $223,434 | +3.0% | 1,189 | +0.8% | 0.02% | -4.2% |
| Q3 2022 | $217,000 | -2.3% | 1,180 | +0.3% | 0.02% | -22.6% |
| Q2 2022 | $222,000 | -60.4% | 1,176 | -57.2% | 0.03% | -56.9% |
| Q1 2022 | $560,000 | -44.3% | 2,749 | -46.5% | 0.07% | -41.5% |
| Q4 2021 | $1,006,000 | +2.7% | 5,137 | -0.8% | 0.12% | +13.9% |
| Q3 2021 | $980,000 | -7.2% | 5,180 | -10.2% | 0.11% | -27.0% |
| Q2 2021 | $1,056,000 | – | 5,769 | – | 0.15% | – |
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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% |