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. 1,393,875$118,368,0005.01%
Polianta Ltd 71,200$6,046,0001.89%
MEITAV INVESTMENT HOUSE LTD 327,900$26,660,0001.19%
PACIFIC SUN FINANCIAL CORP 13,136$1,137,0001.17%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,364$2,239,0000.94%
Visionary Asset Management, Inc. 31,991$2,741,0000.92%
TRUST CO OF OKLAHOMA 21,612$1,835,291,0000.91%
Heritage Trust Co 28,454$2,416,0000.91%
FIFTH THIRD SECURITIES, INC. 6,694$568,0000.88%
LUCAS CAPITAL MANAGEMENT 8,712$740,0000.70%
View complete list of VANGUARD WORLD FDS shareholders