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

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2023
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders