Compass Financial Group, INC/SD - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Compass Financial Group, INC/SD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$586,386
-15.1%
5,000
-8.2%
0.16%
-25.1%
Q3 2023$690,484
+8.5%
5,448
-3.3%
0.21%
+9.5%
Q2 2023$636,160
-21.3%
5,635
-20.4%
0.19%
-28.4%
Q1 2023$808,654
-5.1%
7,079
+0.8%
0.26%
-14.3%
Q4 2022$852,0007,0250.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders