COMPASS FINANCIAL ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 388 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$472,251
+11.0%
1,870
-3.8%
0.60%
+4.5%
Q4 2022$425,535
-6.9%
1,9430.0%0.57%
-15.6%
Q3 2022$457,000
+3.4%
1,943
+0.1%
0.68%
+12.6%
Q2 2022$442,000
-24.8%
1,942
+0.8%
0.60%
-7.2%
Q1 2022$588,000
+16.0%
1,926
+29.4%
0.65%
+16.5%
Q4 2021$507,0001,4880.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders