VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
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 | 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% |