VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $973,266 | -54.4% | 5,328 | -51.4% | 3.04% | -54.7% |
| Q2 2023 | $2,133,894 | -17.0% | 10,974 | -17.4% | 6.70% | -14.4% |
| Q1 2023 | $2,571,881 | -26.0% | 13,290 | -26.7% | 7.82% | +81.6% |
| Q4 2022 | $3,474,697 | +11.5% | 18,138 | 0.0% | 4.31% | +20.4% |
| Q3 2022 | $3,116,000 | -7.0% | 18,138 | +0.4% | 3.58% | -3.3% |
| Q2 2022 | $3,349,000 | -4.1% | 18,070 | +1.4% | 3.70% | +12.4% |
| Q1 2022 | $3,492,000 | -2.4% | 17,822 | -0.4% | 3.29% | -2.4% |
| Q4 2021 | $3,578,000 | – | 17,902 | – | 3.37% | – |
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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% |