VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 519 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $674,088 | -11.1% | 3,690 | -5.4% | 0.47% | +6.8% |
| Q2 2023 | $758,513 | +8.8% | 3,901 | +8.3% | 0.44% | -12.0% |
| Q1 2023 | $697,023 | +1.5% | 3,602 | +0.5% | 0.50% | -11.4% |
| Q4 2022 | $686,872 | +32.3% | 3,585 | +18.7% | 0.56% | +2.9% |
| Q3 2022 | $519,000 | -3.9% | 3,021 | +3.7% | 0.55% | -1.3% |
| Q2 2022 | $540,000 | +14.2% | 2,914 | +20.8% | 0.55% | +74.8% |
| Q1 2022 | $473,000 | – | 2,413 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, INC/SD | 434,045 | $79,287,125 | 23.72% |
| SELDON CAPITAL LP | 49,593 | $9,059,153 | 7.79% |
| Beacon Capital Management, Inc. | 1,059,909 | $193,613,644 | 7.17% |
| Morningstar Investment Management LLC | 236,243 | $43,155 | 6.45% |
| Milestone Advisory Partners | 37,822 | $6,908,945 | 5.75% |
| Blankinship & Foster, LLC | 89,586 | $16,364,675 | 5.41% |
| Elwood & Goetz Wealth Advisory Group, LLC | 113,633 | $20,757,420 | 4.81% |
| Marotta Asset Management | 106,072 | $19,376,263 | 4.48% |
| Tranquilli Financial Advisor LLC | 28,895 | $5,278,250 | 3.81% |
| Pariax, LLC | 5,328 | $973,266 | 3.04% |