COMPASS FINANCIAL ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,080,087
+15.6%
2,802
-4.2%
1.37%
+8.8%
Q4 2022$934,061
+3.8%
2,924
-0.1%
1.26%
-5.8%
Q3 2022$900,000
-5.9%
2,928
+0.0%
1.34%
+2.6%
Q2 2022$956,000
-21.5%
2,927
+0.1%
1.30%
-3.2%
Q1 2022$1,218,000
+27.1%
2,925
+39.9%
1.35%
+27.6%
Q4 2021$958,0002,0911.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders