COMPASS FINANCIAL ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 324 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$341,141
+13.0%
3,529
-3.9%
0.43%
+6.4%
Q4 2022$302,020
-0.7%
3,672
-0.4%
0.41%
-10.0%
Q3 2022$304,000
-12.1%
3,686
+0.0%
0.45%
-4.2%
Q2 2022$346,000
-21.0%
3,685
+0.9%
0.47%
-2.5%
Q1 2022$438,000
+20.0%
3,651
+35.7%
0.48%
+20.4%
Q4 2021$365,0002,6900.40%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders