COMPASS FINANCIAL ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$694,030
-6.8%
2,910
-3.0%
0.88%
-12.3%
Q4 2022$744,494
+11.5%
3,001
+0.4%
1.00%
+1.1%
Q3 2022$668,000
-5.0%
2,988
+0.1%
0.99%
+3.5%
Q2 2022$703,000
-6.6%
2,985
+0.9%
0.96%
+15.1%
Q1 2022$753,000
+20.3%
2,958
+26.0%
0.83%
+20.8%
Q4 2021$626,0002,3480.69%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders