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

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Compass Financial Group, INC/SD ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$27,712,359
+14.6%
125,720
+1.3%
7.32%
+1.1%
Q3 2023$24,187,448
-4.0%
124,050
+1.2%
7.24%
-3.4%
Q2 2023$25,189,748
+9.0%
122,560
+1.0%
7.49%
-0.9%
Q1 2023$23,117,485
+6.0%
121,345
+1.6%
7.55%
-4.1%
Q4 2022$21,806,000119,3927.88%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders