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 | $221,359 | -5.6% | 1,212 | 0.0% | 0.14% | -32.5% |
| Q1 2023 | $234,507 | +1.0% | 1,212 | 0.0% | 0.20% | +61.3% |
| Q4 2022 | $232,144 | -2.9% | 1,212 | -12.8% | 0.12% | -23.0% |
| Q3 2022 | $239,000 | -7.4% | 1,390 | 0.0% | 0.16% | -15.7% |
| Q2 2022 | $258,000 | -5.1% | 1,390 | 0.0% | 0.19% | +20.9% |
| Q1 2022 | $272,000 | -2.2% | 1,390 | 0.0% | 0.16% | +36.2% |
| Q4 2021 | $278,000 | – | 1,390 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, INC/SD | 432,274 | $84,055,713 | 24.99% |
| BCM ADVISORS, LLC | 228,256 | $44,325,033 | 11.88% |
| Weitzel Financial Services, Inc. | 79,466 | $15,452,309 | 8.77% |
| SELDON CAPITAL LP | 47,593 | $9,254,459 | 8.61% |
| Blackston Financial Advisory Group, LLC | 48,091 | $9,351 | 6.74% |
| Pariax, LLC | 10,974 | $2,133,894 | 6.70% |
| Milestone Advisory Partners | 34,213 | $6,652,718 | 6.02% |
| Blankinship & Foster, LLC | 88,735 | $17,254,484 | 5.58% |
| Elwood & Goetz Wealth Advisory Group, LLC | 115,902 | $22,537,215 | 5.14% |
| Marotta Asset Management | 104,209 | $20,263,440 | 4.52% |