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

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Compass Financial Group, INC/SD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$297,808
+10.8%
1,188
+3.9%
0.08%
-1.2%
Q3 2023$268,719
-34.5%
1,143
-31.8%
0.08%
-34.4%
Q2 2023$410,032
+12.4%
1,675
+9.5%
0.12%
+2.5%
Q1 2023$364,803
-1.1%
1,530
+3.0%
0.12%
-10.5%
Q4 2022$369,0001,4860.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders